(This page is under construction, click here to see legacy documentation.)

Overview:

The configuration page is found under Administration > Data Transfer > Extraction Downloader. This screen is initially configured by Workbench and needs to be tested by a consultant to confirm the module is working as intended.

Xtracta has two sets of configurations to consider:

1. Extraction Downloader form - here we have both the Live and Training. Having the system in Training here means documents that are processed and mapped successfully will never create a voucher. Having the system in Live mode on this screen means that documents that are processed and mapped successfully will create vouchers.

2. Xtracta settings configured by development – we have both Live and Training settings here as well. Training means that documents will always need to be reviewed before a voucher can be created, they will always be in the indexing stage regardless of whether a problem has occurred with the information or not. Live means that documents that are sent through Xtracta and have all fields mapping correctly will auto create a voucher.

Screen Guide:

Open

The fields on the left are managed by the support desk from Workbench.

• Download Interval (minutes) specifies the frequency at which the download process is activated. The default is 15 minutes and changing the value may adversely impact your system performance.

• Auto Requester Type specifies how the Auto Requester is determined; either as a named person or by workflow function. 

• Auto Requester specifies the name or the workflow function used to determine the Auto Requester i.e. the identity used to auto submit AP voucher, and is the person that receives the voucher should it be sent back during the voucher approval process. Should a workflow function be specified and fails in the context, then the voucher remain un-submitted. A blank Auto Requester mean vouchers are not auto submitted. 

• Default Workflow Type - with PO, without PO, Credit are the Workflow type to use for workflow matching in each case when attempting to auto submit AP voucher. 

• Enabled indicates that the Downloader is enabled and the download interval is active.

Next Steps: