If an invoice processing user cannot process an invoice, but it does not fit into the scenarios covered by invalid reasons, the user can reject the document to that it does not impede further processing.

For example, if an invoice is illegible, blank, or not an invoice at all, there is no point selecting an invalid reason. This is because none of the invalid reasons can handle these situations, so as an alternative, the user can reject the document. Once rejected, the document is sent to a process that deals with the problem associated with the selected rejection reason.

A user can select one of the following rejection reasons from the list.

• [NAI] This is not an invoice

• [PIX] Document requires PIX Correction

• [GEN] Scan quality issue

• [GEN] Document needs to be re-scanned

• [GEN] Document not legible

• [CHN] Document is a Chinese VAT document

These reasons all begin with prefixes and there are pre-defined Kofax TotalAgility processes for each prefix.

By default, the [NAI] prefix has a dummy profile defined only. This enables you to customize the behavior of rejected [NAI] document for your specific needs. For example, you can configure a process to delete a document flagged as [NAI]. Alternatively, you can configure a process that moves the [NAI] document to a specific direction or save it in a database. For more information on configuring a process, see the Help for TotalAgility Designer.

Selecting the [PIX] prefix sends each document to the PIX Correction activity. An operator, different from the Validation user, corrects the mapping and then sends the document back for further invoice processing. This rejection reason is typically selected by a Validation user when the PIX mapping is either incorrect or incomplete. It is recommended to select the [PIX] reason when the GENERATED FROM XML stamp is on the document and the fields are populated with the incorrect data.

Selecting the [GEN] process sends a document to a special Re-Scan process. Here, a new job is created where the user can perform tasks to ensure that the document is successfully processed. For example, users can unreject the document, delete a page, or even replace a page. After this step is complete, the documents are sent to a new job, where Kofax AP Agility treats them as if they were just scanned, and they are processed like any other invoice processing job.

Selecting the [CHN] prefix sends the document back to the Transformation Server where automatic classification is skipped because the invoice is assigned to the InvoicesCN class already. The document is then re-extracted and sent to the Validation activity once more.

If a user enters a custom reason, it is treated in the same was as the [GEN] prefix.

It is possible to add additional reasons to the IPA_RejectionReasons lookup in Kofax TotalAgility. You can find this lookup by selecting the InvoiceProcessingAgility category in Kofax TotalAgility > Data > Lookups. However, any additional reasons must begin with either [NAI], [PIX], or [GEN]. This is because processes are defined for these processes only.