Configure the unit of measure conversion table
The Kofax AP Agility Unit of Measure Conversion Table contains the conversion ratio between the base unit of measure and a custom unit of measure for a given material.
If a database connection cannot be established, or incorrect configuration/table entries are present, then document export does not fail, but the line item is not paired. If line pairing logging is activated, then any error and tracking messages are recorded in the Kofax AP Agility log file.
During the conversion, Kofax AP Agility performs a lookup using the external unit of measure read from the invoice and the material number read from the purchase order.
For example, the unit of measure is pounds (LBS) and the material number from the purchase order is 1234A.
If a record is found, Kofax AP Agility checks whether the order unit of measure on the purchase order (in this case, BAG) is equal to the base unit of measure for the material. If it is, the invoice quantity is converted as per the following calculation.
Converted Quantity = Invoice Quantity * (Numerator / Denominator) = 30 * ( 1 / 15 ) = 2
Therefore, 30 pounds is equal to 2 BAGS, so 2 is the corresponding quantity expressed in the purchase order unit of measure.
Line pairing now succeeds for the invoice line, and Kofax AP Agility passes a quantity of 2, a unit of measure of BAG, and a total line item value of $141.60 to the downstream ERP system.
You can configure the Kofax AP Agility Unit of Measure Conversion table by following these steps:
- Using the menu, navigate to Settings > Invoice Processing > Capture Profiles > Line Pairing Settings.
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Ensure that
Do Line Pairing is selected.
Additional line pairing settings are displayed.
- Select a value from the Get PO Lines From list and then configure any dependent settings.
- Select Convert Quantity From DB.
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Save your changes.
The changes to the Line Pairing Settings are saved.