Scan Queue 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 scan queues for your Intelligent Capture for AP solution, the following are considered to be best practices:

  • When creating scan queues for PO Invoices and Non-PO Invoices, the following approaches are recommended:

    • If users are going to assign Document Types manually, create separate scan queues for PO Invoices and Non-PO Invoices.

    • If the Intelligent Capture for AP engine's Document Type classification methods are going to be used, create a single scan queue for both PO Invoices and Non-PO Invoices. Once the Document Types have been automatically assigned by the engine, users should verify these Document Types during index verification.

  • When any other, non-invoice primary AP documents in your solution (purchase orders, packing slips, or bills of lading), create a separate scan queue for each primary AP Document Type.

  • Only add Document Types that are part of your AP solution to your Intelligent Capture for AP scan queues.

  • If the Intelligent Capture for AP engine's Document Type classification methods are going to be used for a scan queue:

    • Assign the scan queue's default Document Type to the AP Unknown AP Document Type for any scan queue in which you expect to process more than a single Document Type (such as both invoices and attachments). This allows you to retain any Keyword Values pre-indexed to the document prior to ICAP processing and carry over those values once the ICAP engine classifies the document and reassigns the actual Document Type.

      Note:

      The AP Unknown AP Document Type is the only Document Type that the ICAP engine will reassign to another Document Type. If any other default Document Type is assigned to a scan queue, the engine does not perform Document Type classification on documents in the scan queue.

      Assigning AP Unknown as the default Document Type for a scan queue also allows you to assign a custom OCR format to the AP Unknown Document Type and use those custom settings during OCR processing, which occurs before Document Type classification.

    • On the Batch Processing tab of the Assign Process Options for <Scan Queue Name> dialog box, select Always Require Document Verification. This ensures that users will have the opportunity to review the Document Types assigned by the engine.

  • On the Capture tab of the Assign Process Options for <Scan Queue Name> dialog box, select Include Sub-folders and One Document Per Folder. This ensures that documents are brought into the scan queue as a single file, which allows the Intelligent Capture for AP engine to perform automatic document separation.