User guide 2.x
Invoice Capture is a web application to manage invoices - usually PDF documents - in OpenKM. It helps in sending and reception of invoices related to a company and eventually, catalog automatically.
Currently are available English and Spanish translations, but can be easily translated to other languages.
Metadata used by catalog
Application use metadata in combination with Automation to automatically catalog invoices.
Can create different types of documents - invoices, delivery notes, etc - by creating different groups of metadata that are dynamically loaded in the entry data form.
Some of the metadata fields by default are:
- Company Tax number (required)
- Company name (required)
- Company internal code (not required)
- Invoice number (not required)
- Invoice status ( possible values: sent, received, etc )
- Date (required)
- User
- VAT
- Total cost
The invoices are cataloged into OpenKM by default with the following folder structure: /okm:root/{root.destination.folder}/{tax number}/{year}/{month} where {tax number}, {year} and {month} corresponds with metadata field values.
The root.destination.folder is set in the file named invoice-capture.properties, here you set the name of the folder directly.
Configuration preliminaries
The roles used by the application are :
- ROLE_ADMIN
- ROLE_STANDARD
- ROLE_ADVANCED
Create missing roles
Go to the OpenKM Administration > Authentication > Roles
- ROLE_STANDARD
- ROLE_ADVANCED
Use a user with ROLE_ADMIN to:
- Create companies.
- Create users.
- Assign users to the companies
A company can have multiple users, but a user only belongs to one company.
Create automation
Go to the OpenKM Administration > Automation and register automation for cataloging documents.
You have to create 5 automation in post mode:
| Automation create | Automation definition |
|---|---|
|
Go to OpenKM administration, select the option automation and new rule, fill the name "Invoice catalog standard add", select the event "Add metadata group", and check the box "Active". |
|
|
Go to OpenKM administration, select the option automation and new rule, fill with name "Invoice catalog advanced add", select the event "Add metadata group" and check the box "Active". |
|
|
Go to OpenKM administration, select the option automation and new rule, fill the name "Invoice catalog standard set", select the event "Set metadata group", check the box "Active" and select post. |
|
|
Go to OpenKM administration, select the option automation and new rule, fill with name "Invoice catalog advanced set", select the event "Set metadata group" and check the box "Active". |
|
|
Go to OpenKM administration, select the option automation and new rule, fill with the name "Invoice upload", select the event "Document create" and check the box "Active". |
|
In the file invoice-capture.properties (found in Tomcat's folder) you define the uuids for both folders created in OpenKM:
standard.import.node = bb381ac2-f3f6-42b4-8df6-fbd0e87054ce
advanced.import.node = 76d1c3c7-d085-47ec-a153-c146e63ee9d9
The value of the UUID of the nodes depend on your OpenKM instance.
Register metadata
Go to the OpenKM Administration > Metadata and register the below metadata definition
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE property-groups PUBLIC "-//OpenKM//DTD Property Groups 3.9//EN"
"http://www.openkm.com/dtd/property-groups-3.9.dtd">
<property-groups>
<property-group label="Document type" name="okg:invoice_doc_type">
<select label="Type" name="okp:invoice_doc_type.type" type="simple" optionsQuery="select DTP_METADATA_GROUP, DTP_TYPE from INV_DOCUMENT_TYPE order by DTP_TYPE desc"/>
</property-group>
</property-groups>Standard mode
User works in standard mode when is a member of ROLE_STANDARD.
A user with this role is assigned TO one company, and he is able to catalog invoices just for this company.
In the Standard mode, users are able to catalog invoices and search for invoices by its company assigned, document type, year and month.
Catalog invoices with metadata
1. Click on STEP 1 option located at the top left menu
2. Add invoices from your local disk by clicking on Add files button, and upload them by clicking on the Upload button for each one (or clicking on the Upload all button).
3. Once you have uploaded the invoices, click on the STEP 2 option at the top left menu.
4. Set invoice metadata for each uploaded invoice in the previous step. To confirm the changes click on the Add button. This button will be enabled when the form is fully completed.
In the metadata form, the field Company name is the company assigned to this user.
Search for invoices
1. Click on the SEARCH option on the top-right menu.
2. Fill in the year and month fields then click on the Search button.
3. A list of invoices filtered by the companies of the user, document type, year and month will be shown.
A row in a table with fields Type, Name, Size, Author, Date, Tax number, VAT, and Total is shown for each invoice.
In each row, you can see a Download button to download the invoice.
Advanced mode
User works in advanced mode when is member of ROLE_ADVANCED.
A user with this role can catalog invoices for the company assigned to the user.
In the advanced mode, users are able to catalog invoices and search for invoices by companies (providers), document type, year and month.
Catalog invoices with metadata
Same as explained above for Standard mode.
In the metadata form, the field Company name is a list of companies created by an admin user.
Search for invoices
Same as explained above for Standard mode.
Admin mode
User works in admin mode when is member of ROLE_ADMIN.
By default, the app contains an admin user named admin.
In the Admin mode users are able to catalog invoices, manage companies, manage users, and search for invoices by year and month.
Companies management
1. Click on the COMPANY option on the top-right menu.
2. Fill in the required fields: Tax number and Name, and optionally Internal code to create a new company and finally click on Add button.
3. In the list of companies you can edit or delete companies, by clicking on the Edit button or Delete button respectively.
Users management
1. Click on the USERS option on the top-right menu.
2. Fill in the required fields: Id, Password, and Name, assign a role, and optionally assign a company to create a new user and finally click on Add button.
3. In the list of users you can edit or delete users, by clicking on the Edit button or Delete button respectively.
