When configuring scan queues for your Intelligent Capture for AP solution, the following are considered to be best practices:
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When creating scan queues for PO Invoices and Non-PO Invoices, the following approaches are recommended:
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If users are going to assign Document Types manually, create separate scan queues for PO Invoices and Non-PO Invoices.
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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.
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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.
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Only add Document Types that are part of your AP solution to your Intelligent Capture for AP scan queues.
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If the Intelligent Capture for AP engine's Document Type classification methods are going to be used for a scan queue:
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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.
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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.
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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.