The Add/Edit customer dialog

Use these settings to edit the customer of the current document.

To access this dialog in AP Essentials Office while verifying a document: Click  or .

Changing the settings of an existing customer affects documents currently being processed that are connected to the customer. Changing the customer name or customer number does not create a new customer.

Use these settings to edit the customer of the current document.

Name, Customer number, etc.

The master-data fields used to describe the customer.

Clicking Customer name or Customer number displays a dialog you can use to find and select a customer.

Blocked

Determines whether the customer is blocked.

Allow complete documents to bypass verification

Determines whether documents without validation errors are sent directly to the target system without verification. Learn more.

Exclude customer from automatic identification

When selected, the customer is not used for customer identification; however, it is available for selection during verification. This is helpful if you have multiple customers with the same name, and you want to designate a preferred customer by excluding the other customers from automatic identification.

Example

Assume you have three customers with the same name, but different addresses.

Customer	Address	Preferred customer	Exclude customer from automatic identification setting
Polychemtex	USA	Yes	Deselected
Polychemtex	UK	No	Selected
Polychemtex	Sweden	No	Selected

In this example, the first customer is our preferred customer because almost all of the documents come from the US customer. Therefore, we select Exclude customer from automatic identification on the other two customers. The result is that Kofax AP Essentials identifies documents from Polychemtex USA correctly, and documents from the other locations will not have the customer selected during verification. In the rare occasions that an document is received from one of the other two customers, you can simply change the customer during verification.

All users can change this setting regardless of their privileges. Even users who are not allowed to update master data can change this setting.

Lock online learning

Locks online learning of documents from the displayed customer at the current state. Select this setting to prevent verification changes from having a detrimental effect on documents that already have high identification and extraction rates.

If you enable this setting, and deselect it at a later date, online learning resumes.

AP Essentials Office users must have the Change lock online learning setting privilege to change this setting during verification.

Save

Saves the customer information.

Cancel

Closes the dialog.