DB Management
Use this tab to manage the databases used by your Kofax AP Agility solution.
The database purging available on this tab does not apply to your vendor master data.
Depending on your configuration, the following groups may be available:
Invoice Status Entries
These are entries for each document are written to database tables related to the document status, field status, and any invalid reasons. The following settings are available:
The following settings are available to manage invoice status entries:
|
Setting |
Description |
Availability |
|---|---|---|
|
Number of Entries |
A read-only value with the total number of entries in the database. |
Always. |
|
Oldest |
A read-only value with the date of the oldest record in the database. |
Always. |
|
Newest |
A read-only value with the date of the most recent record in the database. |
Always. |
|
Automatic Purging |
Enables you to configure automatic purging of the log. (Default: Cleared) |
Always. |
|
Entries older than X days |
Specify which entries are deleted automatically. For example, if you set the value to 7 then database entries older than 7 days will be purged regularly. (Default: 0) |
Only when Automatic Purging is selected. |
|
Purge entries before |
Enter a date to purge entries. (Default: One month earlier than current date) |
Only when the Purge Now button is clicked. |
The following buttons are available to manage invoice status entries:
|
Button |
Description |
|---|---|
|
Update |
Applies any changes made to automatic purging. |
|
Purge Now |
When you click this button, the Purge entries before setting is displayed so that you can enter a date. |
|
OK |
Immediately removes any records from the database that were written before the specified date. It is not possible to remove entries from the Invoices in Workflow log that are still in progress. This means that records are removed only if an invoice is exported or canceled. |
|
Cancel |
Cancels the purge request. |
Invoices in Workflow
These settings are available if there is at least one organization using an ERP connector.
These entries are recorded in multiple tables whenever an invoice is passed to the AP Workflow.
For solutions not using an ERP connector, such as Process Director or MarkView integrations, these tables remain empty.
The following settings are available to manage invoices in the workflow:
|
Setting |
Description |
Availability |
|---|---|---|
|
Number of Entries |
A read-only value with the total number of entries in the database. |
Always. |
|
Oldest |
A read-only value with the date of the oldest record in the database. |
Always. |
|
Newest |
A read-only value with the date of the most recent record in the database. |
Always. |
|
Automatic Purging |
Enables you to configure automatic purging of the log. (Default: Cleared) |
Always. |
|
Entries older than X days |
Specify which entries are deleted automatically. For example, if you set the value to 7 then database entries older than 7 days will be purged regularly. (Default: 0) |
Only when Automatic Purging is selected. |
|
Purge entries before |
Enter a date to purge entries. (Default: One month earlier than current date) |
Only when the Purge Now button is clicked. |
The following buttons are available to manage invoice status entries:
|
Button |
Description |
|---|---|
|
Update |
Applies any changes made to automatic purging. |
|
Purge Now |
When you click this button, the Purge entries before setting is displayed so that you can enter a date. |
|
OK |
Immediately removes any records from the database that were written before the specified date. It is not possible to remove entries from the Invoices in Workflow log that are still in progress. This means that records are removed only if an invoice is exported or canceled. |
|
Cancel |
Cancels the purge request. |
Master Data Import Log
These settings are available if there is at least one organization using an ERP connector.
These entries are added each time the AP Data Import job is run.
For solutions not using an ERP connector, such as Process Director or MarkView integrations, these tables remain empty.
The following settings are available to manage the master data import log:
|
Setting |
Description |
Availability |
|---|---|---|
|
Number of Entries |
A read-only value with the total number of entries in the database. |
Always. |
|
Oldest |
A read-only value with the date of the oldest record in the database. |
Always. |
|
Newest |
A read-only value with the date of the most recent record in the database. |
Always. |
|
Automatic Purging |
Enables you to configure automatic purging of the log. (Default: Cleared) |
Always. |
|
Entries older than X days |
Specify which entries are deleted automatically. For example, if you set the value to 7 then database entries older than 7 days will be purged regularly. (Default: 0) |
Only when Automatic Purging is selected. |
|
Purge entries before |
Enter a date to purge entries. (Default: One month earlier than current date) |
Only when the Purge Now button is clicked. |
The following buttons are available to manage the master data import log:
|
Button |
Description |
|---|---|
|
Update |
Applies any changes made to automatic purging. |
|
Purge Now |
When you click this button, the Purge entries before setting is displayed so that you can enter a date. |
|
OK |
Immediately removes any records from the database that were written before the specified date. It is not possible to remove entries from the Invoices in Workflow log that are still in progress. This means that records are removed only if an invoice is exported or canceled. |
|
Cancel |
Cancels the purge request. |
Invoice Export Log
These entries are added each time a document is exported via an ERP connector.
These settings are available if there is at least one organization using an ERP connector.
For solutions not using an ERP connector, such as Process Director or MarkView integrations, these tables remain empty.
The following settings are available to manage the invoice export log:
|
Setting |
Description |
Availability |
|---|---|---|
|
Number of Entries |
A read-only value with the total number of entries in the database. |
Always. |
|
Oldest |
A read-only value with the date of the oldest record in the database. |
Always. |
|
Newest |
A read-only value with the date of the most recent record in the database. |
Always. |
|
Automatic Purging |
Enables you to configure automatic purging of the log. (Default: Cleared) |
Always. |
|
Entries older than X days |
Specify which entries are deleted automatically. For example, if you set the value to 7 then database entries older than 7 days will be purged regularly. (Default: 0) |
Only when Automatic Purging is selected. |
|
Purge entries before |
Enter a date to purge entries. (Default: One month earlier than current date) |
Only when the Purge Now button is clicked. |
The following buttons are available to manage the invoice export log:
|
Button |
Description |
|---|---|
|
Update |
Applies any changes made to automatic purging. |
|
Purge Now |
When you click this button, the Purge entries before setting is displayed so that you can enter a date. |
|
OK |
Immediately removes any records from the database that were written before the specified date. It is not possible to remove entries from the Invoices in Workflow log that are still in progress. This means that records are removed only if an invoice is exported or canceled. |
|
Cancel |
Cancels the purge request. |
General Log Entries
Available for OPMT and Azure environments only.
This is a single table where log entries are written.
The following settings are available to manage the general log entries:
|
Setting |
Description |
Availability |
|---|---|---|
|
Number of Entries |
A read-only value with the total number of entries in the database. |
Always. |
|
Oldest |
A read-only value with the date of the oldest record in the database. |
Always. |
|
Newest |
A read-only value with the date of the most recent record in the database. |
Always. |
|
Automatic Purging |
Enables you to configure automatic purging of the log. (Default: Cleared) |
Always. |
|
Entries older than X days |
Specify which entries are deleted automatically. For example, if you set the value to 7 then database entries older than 7 days will be purged regularly. (Default: 0) |
Only when Automatic Purging is selected. |
|
Purge entries before |
Enter a date to purge entries. (Default: One month earlier than current date) |
Only when the Purge Now button is clicked. |
The following buttons are available to manage the general log entries:
|
Button |
Description |
|---|---|
|
Update |
Applies any changes made to automatic purging. |
|
Purge Now |
When you click this button, the Purge entries before setting is displayed so that you can enter a date. |
|
OK |
Immediately removes any records from the database that were written before the specified date. It is not possible to remove entries from the Invoices in Workflow log that are still in progress. This means that records are removed only if an invoice is exported or canceled. |
|
Cancel |
Cancels the purge request. |