Customizing ABBYY FlexiCapture for Invoices at #ABBYYSummit16

transcript

ABBYY TechnologySummit2016

ABBYY NAHQ, 2016

Paula Sanders

Todd Pratt

ATS 2016:FlexiCapture -Advanced Integration

Todd Pratt – Sr. Sales Engineer

Paula Sanders

– Director, Sales Engineering

AGENDA

• Adding custom fields

• Business Rules

• Data Sets

• Exporting Data

• What Professional Services asks us?

• Open Discussion

AddingCustom Fields

Adding a new header field

• Create the new column as a new field in the table.

• The field can now be captured using a training set.

• Optional - Use FlexiLayout Studio to capture the data.

Use the current project to create a FlexiLayout:How to create an additional FlexiLayout Open a batch with recognized invoices in ABBYY FlexiCapture.

Create a new project in ABBYY FlexiLayout Studio. On the main menu, select Tools>Export Batch to FlexiLayout Studio>Create New FlexiLayout Studio Project….

Note: This command is only available for ABBYY FlexiCapture projects that are stored on your computer. If you are using the Distributed version of ABBYY FlexiCapture and the project is stored on the server, you will first have to download it to your computer by clicking Export Project… on the Project menu.

• Configure FlexiLayout Studio to capture the data.

• After exporting the FlexiLayout, associated it to the Doc Def:

Adding a new column to the line items

• Create the new column as a new field in the table.

• Don’t forget to update your PO Line Item data set.

• Update the matching rules database lookup

– Note: This will only populate the field when the database match applies.

• To update when selecting from the custom PO lookup, you’ll need a little script.

Hot Tip: The button next to OrderItemId is a ‘Custom Action’ added to the field for the lookup.

• The script loops through the selection and populates the “NewCol”.

BusinessRules

Common Business Rules

• Business Unit Detection

– WARNING – This is rarely used, but comes checked by default.

• Header Balance with Subtotal

– If we can balance the header amounts, there is no need to check the values.

• Header Balance without Subtotal– For NPO, if there is not a subtotal, an operator should check the amount

values for accuracy.

• Line Balance– To ensure the math is

correct on each line.

Quantity, Unit Price, Total Article Code

• PO Matching

• PO Matching: Chains

– Rule chains are groups of rules with a specific order of application. This lets you set up several rules that involve the same field.

Data Sets

Adding new vendors the data set

• You’ve probably been exposed to how to add a record to the data set. But let’s take it full circle.

Adding new vendors to the data set

• After adding a new vendor, the Id = ‘UNKNOWN [ID:X]’. Eventually, the vendor master file is updated with the new vendor. Then what?

• FlexiCapture performs an update. User data is deleted and new data from the vendor master file is updated to the data set.

• Data Sets are updated at various times:

– An update can be initiated in the Document Definition Editor by a user.

• Data Sets are updated at various times:

– An update will occur when a certain amount of time since the last update has elapsed and the batch is open in the Administrator Station or Operator Station of ABBYY FlexiCapture Standalone, or in the Project Setup Station of ABBYY FlexiCapture Distributed. The amount of time that needs to pass before an update can be triggered by a user opening the batch can be changed.

• Data Sets are updated at various times:– In ABBYY FlexiCapture Distributed, Data Set updates can be initiated from

the command line on the Processing Server or on any full-featured station (with the exception of remote stations and web stations). This is only possible when the Processing Server or station has access to the FlexiBr.exe or FlexiBrSvc.exe file.• Use the following command to update Data Sets:

– c:\update dataset <project path> [<document definition name>] [<Data Set name>]

• Example:– "C:\Program Files (x86)\ABBYY FlexiCapture 11 Servers\FlexiBRSvc.exe" update dataset "http://fc-demo/7/Invoice

Demo v3" "Invoice" "Vendors"

Exporting Data

• Native Formats: These are lowest common denominator for ingesting. Usually can be used to import into ERP or other systems– ODBC

– XML

– Delimited (Comma, Semi-Colon, Excel, Etc.)

• SharePoint

• Script– If you want to integrate directly to an ERP from FlexiCapture, you’ll need to

write it.

What Professional ServicesAsks Us…

Training – In the Weeds

• Main requirement to have a trainable custom field is:– You should at least create the search element and block in the alternate

layout, it is not required to add fields this way, but will prevent the need to train every Vendor.

– You can simply create a field without region in the layout. The down side is – to catch any data, this field must be trained with three images from EACH Vendor.

– You can add a field in the document definition make sure region is checked in the field properties

• Training supersedes Flexi Layout logic.• Application of training is contingent on the identification of a vendor

Export/Import of the Trained FlexiLayout

• To improve a trained FlexiLayout Variant or develop your own:– Export the trained layout as an FLS project– Modify the FlexiLayout in FLS to improve the

detection of fields, or develop your own FlexiLayoutfrom scratch

– Import it back to the training batch

Important!• Trained FlexiLayout exported from one project should NOT be

imported to another project! Use “Import training batches ” command to reuse training results

• You need to synch full-text recognition params (mode, list of languages).

Training results can be re-used, with a little tweaking…

1) Export source project from the Application serverStore image samples if you want to continue training in new project

2) Open target project and import Training bathes from source project

● Enable “Preserve Vendor ID” if both project share the same database of Vendors

● Select Document Definition you want to apply training results to.

Export/Import of the Trained FlexiLayout

• Training batch should be linked with:● Vendor from Data Set● Document Definition

• On import Training batches try to connect to Vendors by unique identifiers like TaxIDnumber or IBAN– Doesn’t work for US Invoices

• You can specify associated Vendor and Document Definition manually

Use import Training Batches functionalityto share the same set of batches between two Document Definitions

Adding Default Business Unit

Open Discussion