› Manage Invoice Processing › Validation activity configuration › Validation activity form fields › CompanyCode

CompanyCode

This field represents a unique ID for a company that receives invoices.

For implementations involving Oracle e-Business Suite, this field is the organization ID. For implementations involving PeopleSoft, this field is "accounts payable business unit."

By default, there is no formatting for this field.

You can configure whether this field is mandatory in the Settings > Invoice Processing > Capture Profiles > Field Settings.

This field is determined by one of the following methods:

  • Map a component in the document file name as referenced in the Settings > Invoice Processing > Global Settings > Import Settings, if it is set at the point of scan.

  • Use a database locator that references an Associative Search Database that points to a CSV extract of the master company code data. This is modified in the Settings > Invoice Processing > Global Settings > Import Settings.

    You can identify a company address based on adjacent labels using the Derive From setting in the Settings > Invoice Processing > Capture Profiles > Company Code settings. This means that if a vendor uses the "Bill To" label for a company address, select this value in the Derive From setting.

    In addition, online learning is available for the Company Code address. If a user lassos a company address, its position is trained. Once a few documents are collected for a vendor, the company address extraction improves when invoices are processed for that vendor. The training information overrides the Derive From setting.

  • Through a lookup to a database table or downstream ERP system based on the extracted purchase order number (PO invoices only). If a value is found and Kofax AP Agility is configured to take the company code from the purchase order in all cases, this overwrites any company code determined during the previous methods.

You can check the validity of manual entries in this field against a database or a downstream ERP system, as required. This is configured in the Settings > Invoice Processing > Capture Profiles > Company Code.