Keyword Type Configuration - Intelligent Capture for AP - English - Foundation 22.1 - OnBase - external

Intelligent Capture for AP

Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 22.1
License

When configuring Keyword Types for your Intelligent Capture for AP solution, the following are considered to be best practices:

  • In the Keyword Options dialog box, select the REQN column in the corresponding rows for the following Keyword Types:

    • Vendor #

    • Vendor Name

    • Invoice Amount

    • Invoice #

    • Any other Keyword Types that your business process requires

    CAUTION:

    The Required Keyword setting does not prevent a user from sending data that excludes values for required Keyword Types directly to the OnBase Internal System. If it is critical that a required Keyword Type have a value, you need to put additional processes in place to catch and handle such cases.

  • In the Keyword Options dialog box, select the EXIDC column in the corresponding rows for the following Keyword Types:

    • Vendor #

    • Vendor Name

    • Culture Locale

    • Currency Code

    • Currency Symbol

    • Any Keyword Types you do not expect to find on the documents in your solution (for example, Workflow Status, ERP System, etc.). This disables Interactive Data Capture indexing features for these Keyword Types at the Document Type level.