Values Overview
Note
ERPOCRSTAT_* parameters are those used only in the statement matching part of the system
Warning
Parameters marked as system level only will not be changed per client or legal entity
| Parameter | Description | Settings | System Level Only |
|---|---|---|---|
| ERPOCR_ADMIN | Users in the identified roles will have administration access to the system who can 1-View all batches regardless of the view all setting, 2-Reassign batches 3-View the settings page 4- View the OCR queue button | Comma separated list of roles. Please avoid unnecessary spaces | Yes |
| ERPOCR_ADMIN_CLEAR_FLAGS | Who can clear flags in the system | If on then it will set clear flags to be an admin only function. If you include a role in TEXT2, users with this role will also be able to clear flags (1.4.0.1 onwards) | Yes |
| ERPOCR_AP_ROW_GL_DESC | Will use the GL row 1 description on the AP line rather than the batch ID | On / Off only | No |
| ERPOCR_AP_CODING | Allow coding of dim values on the AP row | On/ Off | No |
| ERPOCR_AP_DIM1 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_DIM2 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_DIM3 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_DIM4 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_DIM5 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_DIM6 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_DIM7 | Default value for AP row | Default attribute value | No |
| ERPOCR_AP_TC | Default value for AP row | Default tax code | No |
| ERPOCR_AP_TS | Default value for AP row | Default Tax system | No |
| ERPOCR_APAR_STRICT | DELIVERED AS ON Applies a tighter search to the supplier lookup. This is delivered as on as default and it should be used in this way, unless when upgrading you see a degredation in your supplier matching performance then you can turn it off | On / Off only | No |
| ERPOCR_AUTOCOMP | Automatically set batches to completed status when sent to Document archive or EI02 as long as all documents are at a finished status. | On / Off only | Yes |
| ERPOCR_AUTOOCR | Automatically send documents to the OCR system after uploading, this is the same as loading the batch and then manually clicking the Upload OCR button This upload function is depreciated but you can see this page for more information | On / Off only | Yes |
| ERPOCR_BLOCK_TO_REVIEW | Stop the screen exporting items at the to_review step, meaning they must be confirmed in rossum before they will process. | No | |
| ERPOCR_BLOCKING_FLAGS | A delimited list of flags which will stop the system transferring out of the screen. | A specific list is recommended for use, please see the user manual. Because this list is now quite long, the list can be extended into text3. The comma between values in text2 and tex3 will be automatically added. | No |
| ERPOCR_CALC_AMOUNTS | Auto calculation of net / gross / tax based on one value and a tax code being provided manually or via the purchase order. If text2 is set to 1 the system will calculate when a PO is downloaded, added or changed or a tax code is added or changed. If set to 2, the system will calculate on the above and every time the data is downloaded from Rossum regardless of PO. | No | |
| ERPOCR_CALC_ALLOW_RATES | List of Tax rates that autocalculation can “assume” | Comma list of percentages with no spaces. Example: 0,0.05,0.2 | No |
| ERPOCR_CALC_AUTOFIX | The amount of rounding that the autocalculation is allowed to add to the largest line | e.g 0.1 | No |
| ERPOCR_CHECK_FACT_BANK | If on, will check the factor bank details rather than the supplier. CHECK_FACTOR must also be on | On/ Off | No |
| ERPOCR_CHECK_FACTOR | If on will raise a FACT flag when the supplier has a pay recipient / payment factor | On/ Off | No |
| ERPOCR_CLIENT_PERIOD | DELIVERED AS ON When coding, the system needs to identify the relevant account rule for an account and this can change over time. As standard the system will try and use today's date to identify the open period for the date and extract the rule for that period. During month end, there may not be an open period at today's date, therefore you can turn this parameter on and the system will use the clients current period instead. off | On / Off only | No |
| ERPOCR_CREDIT_CALC | To automate calculation of credits if they come through as positive numbers | Automatically credit header amounts (text2 = 1) and also line amounts (text2 =2) for credit notes | No |
| ERPOCR_CUSTOM | Bespoke settings for certain customers | Include customisation reference | No |
| ERPOCR_DEBUGGING | Adds a lot more detail to the logfile, should only be used during troubleshooting to save disk space. | On / Off only | No |
| ERPOCR_DEFAPARID | The default aparid to be used if none can be matched via the auto matching process. | A valid supplier id | No |
| ERPOCR_DEF_QTY | The default quantity to be used on lines. This will be filled in when the quantity from OCR is blank or 0. If not used QTY blocking flag should be used. | A valid number | No |
| ERPOCR_DEF_RESP | The default "ext_ord_ref" to be used when moving the data to the import table. | A valid user id | No |
| ERPOCR_DL_VIA_REPORT | Run a server report to download email and app documents rather than running in screen. See this page for more information | On / Off only | No |
| ERPOCR_DOCTYPES | Restrict the list of document types which users can select from in the screen | Comma separated list of document type ids. Please avoid unnecessary spaces | No |
| ERPOCR_DUPE | Check for documents which already have the same indexes | NOT YET IN USE | No |
| ERPOCR_EI02_NOTAX | Ignore tax and set net to gross on transfer to EI02 for clients who do not need tax amounts. | On / Off only | No |
| ERPOCR_EXP_FILES | Please see the following section on document exporting | On / Off only | No |
| ERPOCR_EXP_QUEUE | A valid server queue | No | |
| ERPOCR_EXP_WAIT | Seconds as integer | No | |
| ERPOCR_FIX_CURRENCY | Fixes the currency on all documents to one value | Set to a valid currency code in UPPERcase | No |
| ERPOCR_IGNORE_ZERO_ROW | If a document row is extracted and the net, tax and gross amounts are zero then it will be ignored by the download. This is to avoid flooding invoice lines with additional text lines etc. | On / Off only | No |
| ERPOCR_IGNORE_DUE_DATE | Do not download due dates from OCR, due date field is greyed out, EI02 will calculate the due date based on standard system setup. | On / Off only | No |
| ERPOCR_LICENSE | Your license string provided by Integra | A valid license key This is hidden from the admin screen. | Yes |
| ERPOCR_MAX_DOCS | The maximum number of documents to download in one batch | Set to an integer | Yes |
| ERPOCR_NOPO_AUTO_LINE | If no PO number is found (does not have to be a valid PO) the system will auto generate a single GL line based on the header amounts | On / Off only | No |
| ERPOCR_NOROW_AUTO_LINE | Used in combination with IGNORE_ZERO_ROW, if the system returns no rows or no rows after checking zeros, it will auto generate a single GL line based on the header amounts. | On / Off only | No |
| ERPOCR_OCR_PW | This is the encrypted password for your Rossum account | This is encrypted when entered in the admin screen. | YesÍ |
| ERPOCR_OCR_USER | This is the email address for your Rossum account | A valid email for the user account. This is case sensitive and must match the email used to create the Rossum account This is hidden from the admin screen. | Yes |
| ERPOCR_PROXY_ADDR | The proxy address | On/ Off | Yes |
| ERPOCR_PROXY_PORT | The proxy port | On/ Off | Yes |
| ERPOCR_PROXY_PW | Proxy Password- if type set to 2 | On/ Off | Yes |
| ERPOCR_PROXY_TYPE | The PROXY type your system is behind, 1 is a standard Address & port, 2 requires username and password | On/ Off | Yes |
| ERPOCR_PROXY_USER | Proxy Username- if type set to 2 | On / Off | Yes |
| ERPOCR_REPORTQUEUE | The report queue to run reports on when ordered from the screen | A valid report queue | Yes |
| ERPOCR_SHOW_CUST1 | Show custom fields 1-5 | On / Off only | No |
| ERPOCR_SHOW_CUST2 | Show custom fields 6-10 | On / Off only | No |
| ERPOCR_SHOWSSV | If this is on, these SSV values will show in the settings screen and allow admin users to alter them. | On / Off only This is hidden from the admin screen. | No |
| ERPOCR_TAX_CODES | Allows you to set default tax codes to be used on non PO invoices. See additional explanation here | expected input is: rate1,currency1,taxcode1, taxsystem1|rate2,currency2,taxcode2,taxsystem2 | No |
| ERPOCR_URI | This is the API url the system needs to connect to the OCR system. | Do not change unless instructed. MUST be on. This is hidden from the admin screen. | No |
| ERPOCR_USE_EMAIL | Use the email / app processing screen see this page for more information | No | |
| ERPOCR_USE_INDEXES | Can be turned OFF to hide the indexing section and supress the warning on EI02 export | On / Off only | Yes |
| ERPOCR_USE_LEGENTITY | Legal entity functionality to be included in a later relase | On / Off only | Yes |
| ERPOCR_USAGE | Roles which can access usage reports for OCR queues. Note this is "all access" users will be able to view all data for all clients and queues in your organisation | On/ Off | Yes |
| ERPOCR_USAGE_KEY | Key for the OCR useage server | On/ Off | Yes |
| ERPOCR_USELINES | Use the line level extract, this extracts a lot more data from the invoices but is slower to process invoices. NOTE! This must match the remote queue setting so it cannot be simply turned on or off and as such This is hidden from the admin screen. | On / Off only | Yes |
| ERPOCR_USERROLES | Users with these rolls will show in the re-assign batch section. This does not restrict access, this should be done by using standard menu access. Comma separated list of roles. Please avoid unnecessary spaces | Yes | |
| ERPOCR_VIEWALL | Allow users to view all batches, not just their own | On / Off only | Yes |
| ERPOCR_WAIT | Used by the system to wait a certain length of time for processing to finish before timing out | Valid Integer value | Yes |
| ERPOCR_WARNING_FLAGS | A delimited list of flags which will NOT show as a warning in the screen. Should be used to specifically EXCLUDE flags as warnings. Will not impact blocking flags | Please see the full list in the user manual. Because this list is now quite long, the list can be extended into text3. The comma between values in text2 and tex3 will be automatically added. | Yes |
| ERPOCRSTAT_BLOCK_FLAGS | Flags that block exporting statements from the screen | A specific list is recommended for use, please see the user manual. | Yes |
| ERPOCRSTAT_BLOCK_TOREVIEW | Block exporting statements from the screen where status is to_review | On / Off | Yes |
| ERPOCRSTAT_DOCTYPES | Restrict available statement document types | A comma separated list of document types. If only one is included, this will be defaulted into the screen for users. | No |
| ERPOCRSTAT_DOC_OUT | Document type for the statement reconciliation report | A valid document type | No |
| ERPOCRSTAT_HIST_DAYS | How many days to pull from the history table based on (number2 = 1) voucher_date, (number2 =2) trans_date | On / Off with number2 also set to 1 or 2. | No |
| ERPOCRSTAT_TT_IGNORE | Transaction types on suppliers to be ignored | A comma separated list of transaction types |