Welcome > Kofax AP Agility Settings menu > IP Configuration > Global Settings > Invalid Reasons > Invalid Reason Settings

Invalid Reason Settings

These are the default settings associated with the invalid reason field.

The following settings are available.

Default Text

The default invalid reason.

The value for this option is set to NONE by default.

Default Export Code

The export code associated with the default invalid reason.

The value for this option is set to 0 by default.

The following buttons are available for the above settings.

Save

Click to save any changes made to the default options.

Reload

Click to discard any changes and reload the original default options.

Invalid Reason Type

In addition, you can edit, add, copy, or delete individual invalid reasons, known as Invalid Reason Types. These settings hold the invalid reasons that may be set by a Validation user during production. It is possible to add multiple entries for these settings. As a result, the settings are displayed in a table.

The following column settings are available.

Index

This is a read-only ID that represents the invalid reason.

System

If selected, the corresponding Invalid Reason Type is a system message and cannot be edited or deleted.

Users cannot override this setting, nor can they set other messages as system messages. Users can however, edit the export code for a system message.

Rule

The rule ID for the invalid reason. The rule governs how Validation behaves when a particular invalid reason is selected.

The following default rules are available in English.

  • SETVENDORTOVALID. Sets the vendor field to valid.

  • SETPOTOVALID. Sets the purchase order number field to valid. However, no line pairing is carried out.

  • ALLOWNONPOVENDOR. Allows a vendor ID to pass even if it is unconnected to the purchase order, but only as long as the vendor ID exists in the master table.

  • SETAMOUNTSTOVALID. Sets the amount fields and the table to valid. However, no line pairing is carried out.

  • THIRDPARTYFREIGHT. Sets the vendor number field to valid as long as the vendor exists, and processes the document according to the third-party freight rules during line pairing.

  • SETVENDORANDPOTOVALID. Sets the purchase order and vendor number fields to valid. However, no line pairing is carried out.

  • NONVATCOMPLIANT. Sets the local VAT amount, exchange rate, vendor, and bill-to VAT registration number fields to valid.

  • STOCKINVOICE. Sets the purchase order number field to valid. Line pairing is still carried out based on purchase orders set in the LinePairingPOs user exit.

  • ZEROVALUEINVOICE. Permits a zero total to pass in Validation.

  • SETVENDORTOVAL. The vendor address is invalid. The invoice is sent to Validation.

  • LPRFAILED. Line pairing failed.

  • QTYMISMATCH. There is a discrepancy with at least one line item, between its quantity on the invoice and its quantity on the corresponding purchase order.

  • UPMISMATCH. There is a discrepancy with at least one line item, between the unit price on an invoice and the price on the corresponding purchase order.

  • ORDERMISMATCH. The invoice contains one or more line items that are not ordered.

  • GRLINESMISSING. The invoice contains at least one or more line items where the ordered goods are not yet received.

Description

A description of the invalid reason. For the above rules, the following descriptions are provided.

  • VENDOR NOT FOUND

  • MISSING/INVALID PO

  • PO VENDOR <> INVOICE VENDOR

  • INVOICE AMOUNTS DO NOT ADD UP

  • THIRD PARTY FREIGHT

  • MISSING/INVALID VENDOR & PO

  • NON VAT COMPLIANT

  • STOCK INVOICE

  • ZERO VALUE INVOICE

  • VENDOR ADDRESS INVALID

  • LINE PAIRING FAILED

  • QUANTITY MISMATCH

  • UNIT PRICE MISMATCH

  • ITEMS NOT ORDERED

  • MISSING GR LINES

Export Code

The invalid reason code exported by Kofax AP Agility if the Invalid Reason field if set.

Scope

This indicates whether the Invalid Reason Type is available for use in the Validation form, the Line Pairing Correction form. If you select the None option, the message is available in both of the Validation form and the Line Pairing Correction form.

The following buttons are available at the bottom of the window.

Edit

Opens a selected entry in the table so that you can make changes as needed.

Click to open the Invalid Reason Type - Edit window.

Add

Adds an entry to the table.

Click to open the Invalid Reason Type - New window.

Copy

Makes a copy of the selected table entry so that you can make a new entry to the table based on the copy.

Click to copy the selected table entry and open the Invalid Reason Type - New window.

Delete

Click to remove the selected entry from the table, but after confirmation only.