The Document Recognition Plug-In can determine based on MICR content whether a document is a check or a coupon. It will automatically update the doc type field in the EZ-Scan database and group items using the Group ID.
Note: When using this plug-in you must sort your documents in the order of coupon then checks. The change from a check to a coupon will signal the software to start a new Group ID. You can have multiple coupons or checks in one group. Just make sure to sort then with all of the coupons first, then all of the checks. ex. coupon, coupon, check or coupon, check, check or coupon,coupon,check, check.
It is typically run from the 'When data is received' Insert Point.
Here are the options for the Document Recognition Plug-In.
This will set a minimum percentage of Valid MICR characters that must present to identify an item as a check.
This will set a minimum number of MICR characters present to identify an item as a check.
The default values for both Valid MICR percent and Min MICR chars will not need to be changed in most situations.
This will update the coupon record with data taken of the check. It will update the Account, Route Code, Tran Code, Check Number and Amount (if the amount is encoded) fields of the Coupon from the corresponding group.
Note: If there is a Customer Account Field needed for the coupon, be sure to create another field to store that data in. When using the 'Update Coupons with Check Data' feature, if you use the Account field for the customer account, the account number from the check MICR will overwrite it.