› Manage Invoice Processing › Project and field configurations › Intercompany vendors › Configure Intercompany classification

Configure Intercompany classification

It is necessary to configure this type of classification only if you process Intercompany invoices. If you are processing Intercompany databases and you do not configure Intercompany classification, all documents are classified as Invoices or InvoicesCN and end up in the Validation activity. This is because Kofax AP Agility is unable to find the correct vendor.

If you are processing Intercompany invoices, it is necessary to train the Intercompany class in Transformation Designer with as many documents as possible. For more information about Transformation Designer and classification, see the Transformation Designer Help.

You can configure the Intercompany class and train it for classification by following these steps:

  1. Open the Transformation Designer.
  2. On the Project tab, click Open Project.
    The Open Project window is displayed.
  3. On the Select category group, select the InvoiceProcessingAgility category.
    The Select project area is updated.
  4. Select the Intercompany class.
    If you have the default Transformation Designer layout, the Intercompany class settings are displayed in the Details pane.
  5. In the Documents panel, open a document set that contains your Intercompany invoices.

    For more information on managing document sets, see the Transformation Designer Help.

    A Test Set is added that contains your Intercompany invoices.
  6. Ensure that the Intercompany class is selected in the Project Tree.
  7. In the Documents window, select the Intercompany invoices that are needed for training.
  8. Right-click and select Add to Training Set of Selected Class (Classification).
    The selected documents are added to the Classification Set that is used for classification training.
  9. In the Ribbon, select the Process tab.
    The Process tab is displayed with several settings.
  10. In the Train section, click Classification.
    The project is trained for classification, including the newly added documents for the Intercompany class.
  11. Release the project.
    All subsequently processed documents are classified as an Intercompany invoice or a regular invoice. Extraction is performed the same for both.