Category Archives for "Kofax"

Using C#.NET with the Kofax KTM Validation Module

My current project has a requirement to do several Oracle EBS validations and lookups from the Kofax KTM validation window. For example, one requirement is to present the validator with a list of Suppliers. Another is to check for a duplicate invoice number in EBS. I can easily add additional methods as needed.

Kofax KTM provides Win Basic scripting language that can accomplish some of this, but it’s difficult to use compared to modern programming languages. After a little research I discovered it was feasible to create and call methods in a COM object from KTM Win Basic. This meant I could expose a C#.NET dll via COM Interop but have all the power of any version of the .NET framework and Microsoft Visual Studio available to do the heavy lifting.

My C# methods return either arrays or booleans back to KTM where I then use the Win Basic language to present results to the validation user. I can debug my C# code by attaching to the KTM Project Builder exe while running validation tests.

Setting up the C# Class

The first step is to create a project in Visual Studio and set up a class to contain the methods you will call in KTM. The prefered method is to use interfaces in case you need to change the methods without breaking the inferface. Here is an example. Continue reading

Shedding a little more light on the new Fujitsu fi-6800

I have blogged before about the Fujitsu fi-6800’s reduced footprint, the LED technology that it uses, and the many environmental friendly qualities it has, but there are other features that must be pointed out.  As you can imagine, when a company so well respected and influential in the ECM world as Fujitsu releases a new product, a lot of thought and engineering goes into it beyond just making it faster.  The fi-6800 is packed with features that enhance productivity that was based directly on customer feedback.

I saw a recent live demo of this model and it is impressive.  It’s look, size, footprint.  How quiet it is.  It also became evident, that this scanner is also easier to use than the fi-5900C, the previous mid-volume production heavyweight manufactured by Fujitsu.  This scanner weighs a mere 70 pounds compared to 100+ pounds of other scanners and its compact size makes it physically the smallest in its class.  This scanner was designed with this in mind:  bring production scanning from out back to up front without obviously disturbing the front of office business environment.

This scanner was also designed with batch scanning efficiency in mind.  For example, it can be equipped with a pre or post scanning imprinter depending on the need, and features an active stacker which controls paper speed as it exits the scanner to keep documents orderly and neat.  The front operator panel has a document counter and a batch counter too.  It is intelligently designed featuring an intuitive LCD operator panel which can be programmed in seven different languages.

Speaking of intuitive technology, the scanner offers Intelligent Multi-Feed Function (iMFF) and Automatic Image Quality Checker (aIQC).  According to Fujitsu, “iMFF allows for instant detection of a multi-feed or multilayer document, such as taped-on receipts or sticky notes added to a document. This function transports the document that has caused the alert to the exit path of the scanner, and presents both the physical document as well as the scanned front and back side images to the user so they can decide whether rescanning is required.”  The Automatic Image Quality Checker allows for document batches to be processed without interruption because it marks images virtually with potential missing data (for example folded corners) and others that might indicate multi-feed incidences.  This allows the user to check through the earmarked images and either re-scan or validate without interrupting the image order.

Lastly, the scanner comes equipped with an impressive full suite of bundled software including Adobe Acrobat 9 Standard, Kofax VRS 4.5 Professional with enhanced barcode recognition, ScandAll PRO with Scan to Microsoft Sharepoint, and QuickScan Pro Demo.  The fi-6800 fits well into any Document Management and Enterprise Content Management solution.

Once again, Fujitsu steps out into the limelight and into the front of the pack with production level document scanning for the world.

Ian Hundtofte

ImageSource

  

Accounts Payable Processing with Kofax KTM and Oracle I/PM

Every company no matter how big or small has an Accounts Payable department.  It may be as small as one person or it may have ten, fifteen or more people.  For medium and large companies there are problems that arise with the data entry of all that invoice data and the tracking of all those invoices through the approval cycle.  There have been many different methods that companies have created to try and handle both which still lead to missing/late invoices and mistakes during data entry.  Methods such as logging the invoices either in a spreadsheet or manually on paper are just some of the types of methods that companies have tried to keep track of where invoices are and how long they have been waiting to be paid.  Maybe there is a better way.

Kofax KTM in conjunction with Oracle I/PM provides a solution to these two issues.  Kofax provides two software packages to scan and then process documents like invoices.  KTM is the processing part and is able to OCR and identify the key fields on an invoice no matter where on the page the data is located.  KTM can also validate some of the data against the ERP system the company is running. Fields like PO Number, PO Release, Vendor Name, Vendor Address, Vendor Pay Site, Vendor Payment Terms and other fields can be read from the ERP system and added to the set of data held by KTM.  KTM can then pass this data on to Oracle I/PM.

Oracle I/PM is an imaging and workflow software package.  Not only does it store the invoice document with the index data entered through KTM, but it also has a workflow module that can track the invoice through the business process so the users can know where in the process the document is sitting.  With I/PM workflow the invoice can be routed electronically to the assigned approver for invoice approval that is done on a Form built for workflow.  If there are multiple levels that can be handled within the workflow in one of several ways depending on the information available from other systems such as the company ERP system.  In addition, I/PM workflow scripts allow a programmer to write code to transfer the data directly into the ERP system through its data import tables.  I/PM has been successfully integrated to pass data to JDE F0411Z1/F0911Z1 tables and Oracle EBS Open Interface tables to name just a few.  These code scripts are re-usable so we can quickly get them working in your environment.  Have we have found, not every company process their AP Invoices in the same manner, so each implementation we do is slightly different than any other, so we need to discover the differences and then modify the form and script code to match.

We at ImageSource can provide the expertise and experience to quickly get an imaging and workflow process into place in your company.  Just contact us at http://www.imagesourceinc.com to find out how.

 

 

ECM Best Practices: Document Capture & Metadata Collection

The term “Data Strategy” and can be used to understand strategic requirements for enterprise metadata concepts and best practices.  Why is this important for an ECM solution?  The simple answer is why contribute to the disarray of an organizations data management when implementing an ECM solution.

The key to a successful ECM system is the ability for users to easily and quickly find information within the repository.  If specific information cannot be easily and quickly found, users may not be enthusiastic about using the system.

The biggest stumbling block in the way of finding specific or relevant information is when the search returns too many documents that the user will have to physically look through before finding the specific document or set of documents that exactly meet their requirements.
Continue reading

Document Capture Tools

Scanning your documents into a Document Management System is a great way to improve efficiency and reduce the amount of paper in your office.  And, depending on what kind of paper you are scanning, there are lot of document capture tools available.  Tools such as Full Text OCR, Zonal OCR, and ICR can greatly reduce time spent indexing and validating your documents once they are scanned.

Full Text OCR (Optical Character Recognition) is software that captures every character in the document being scanned and processing it into a fully searchable PDF.  One effective use of this technology is when government users needing to search hundreds of pages of agendas and meeting minutes for a certain topic.  The process of searching these documents is quite time-consuming and most OCR processing occurs overnight when there is less use on the company’s day-to-day activities.

Zonal OCR is similar in that it captures information, but in this case, the software is programmed to look in the same location or “zone” every time.  This is helpful when scanning in documents where the information is in the same location, such as an invoice number.  Most invoices are in a set format so zonal OCR is very effective in this scenario.  When the operator is validating this information, the Zonal OCR zooms in on the zone area that has been predetermined where the information is captured from so they can easily read if the information captured is correct or not.  Hence, one of the biggest advantages of Zonal OCR is that it improves the efficiency of searches which translates into a savings of both time and money.  Some software available that features Zonal OCR also allows the user to draw a box to establish a zone around required text rather than typing in keywords therefore allowing the document to be automatically indexed.

ICR (Intelligent Character Recognition) is the ability for the software to read hand-written information and process this into searchable information.  This is especially beneficial in the financial industry.  And although this tool can be very useful in some situations, the error rate is much higher because handwriting is so varied from person to person.

Andrea Latham, CDIA+
Inside Sales
ImageSource, Inc.
Phone 360.943.9273
www.imagesourceinc.com

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