Welcome > Configure Kofax AP Agility > Manage Invoice Processing > Validation Activity configuration > Validation Activity form fields > Invoice Number

Invoice Number

The invoice number is a unique identifier for a document, from the point-of-view of the supplier.

If this is a required field, the invoice number may be marked as invalid if a value is extracted under the following circumstances:

  • OCR errors are detected in one or more of the characters where the confidence level falls below the required minimum. The default minimum value is set to 50 percent.

  • The system finds more than one alternative and the confidence is below the required minimum. The default minimum value is 10 percent.

  • The system finds more than one alternative, but those alternatives are closer than the minimum distance needed to declare a clear winner. The minimum default value required between the best and second best alternatives is 10 percent.

  • The format of the invoice number, in terms of its length and the sequence of alphabetic and numeric characters, does not match the invoice numbers stored in the invoice number validation table for that same vendor.

In addition, you can specify how many successful matches are needed for a successful invoice number extraction. This check is not performed in the Validation Activity if a change is made because user input is assumed as correct.

During document export, it is possible to configure the system to update the invoice number history table automatically with the results for the current document. As vendors often use a different numbering sequence for invoices and credit memos, the system accounts for the document type when performing this check.

The Settings > Invoice Processing > Capture Profiles > Invoice Number Settings provide options to skip invoice number validation in favor of an account number. Configuration options for the field entry in these settings control how the invoice number is formatted.

The following settings can be configured in Settings > Invoice Processing > Capture Profiles > Field Settings:

  • Remove all special characters from an extracted invoice number.

  • Remove special characters if they appear at the start or end of the invoice number.

    For the best results, ensure that this option is always enabled.

  • Retain a specified set of special characters only.

  • Remove spaces from an invoice number.

  • Remove any leading zeroes from the invoice number.

This feature encourages a standard invoice number format that can increase the success of a duplicate invoice detection routine in the downstream process.