Fields


Vendor Information

The values for the Vendor Information section come from a Fuzzy database lookup on the Vendor flat file generated by CMiC. KTM will OCR the document and look for the vendor name and address information, and perform the lookup on the fuzzy database on that information. If a match is found above a configurable confidence percentage, and fields in this section will be automatically populated:



If no match is found or if a match is found but does not meet the confidence threshold, two buttons have been provided to aid in finding the correct information. The first is the "Search DB" button (can also press F6). This will search the Oracle database. The best way to search is to hit the "Clear" (or F9) button, and enter your search parameters right on the form, then press the "Search DB" button or F6. The results window will then appear:



Double-click the appropriate result to populate the form.


Lastly there is the "Alternatives" button, or F8. This will display a list of all the records the system thought is the correct vendor information during the initial extraction process. The most confident one is displayed first, followed by the rest of the alternatives:



Double-click the appropriate result to populate the form.


Company Code
This value will be defaulted to 010. It may be changed for an individual invoice in the batch if needed.


Group Code
This field should be automatically populated based on Job Code selection


Series Code
This field should be automatically populated based on Company and Job Code selection.


Invoice Number
This field should be automatically populated by KTM Extraction. In cases where it is blank the invoice number will have to be populated manually or by using Single or Double Click Entry.


Invoice Date
This field should also be automatically populated by KTM Extraction in most cases. When it is blank, the date should be entered in the format mm/dd/yyyy, or by using Single or Double Click Entry.


Job Code
This field should be automatically populated by KTM Extraction. In cases where it is blank it may be entered by manual entry or Single/Double Click Entry. This field is validated against the CMiC database.
- If KTM extraction did not find a Job, it will attempt a secondary lookup from email subject line.




Secondary Job Code
This field is Locked and is not available for manual or single/double-click entry. Standard 8 Character Jobs will auto fill. It will be blank if the job code is 5 (e.g. 80189) or 6 (e.g. 805999) characters and if the job code is 8 characters with the 3rd-5th characters are “292” (HI). Company 001 insurance jobs (e.g. P18054050) will default blank.


Invoice Amount
Must be entered manually or by Single/Double Click Entry, if not already populated by Extraction.


Invoice Description
Populated with the customer account number by default. Can be modified manually or with single/double-click entry. This will automatically add a prefix of “ACCT#”.