Define Remittance Coupon

The Define Remittance Coupon page allows you to capture images of sample remittance coupons, and to define the data zones and data fields that must be recognized on those remittance coupons. This page also allows you to revise the definitions of existing remittance coupons.

The Coupon Amount field is required on each remittance coupon definition. This field is used for remittance balancing and will normally be the amount due or the discounted amount for early payment, but you can use any amount field on the coupon. The value of the Coupon Amount field will appear in the Post Amount field in the data record for the item, and is the only remittance coupon data not stored in a custom field.

Tip: Although you define one type of remittance coupon at a time, you should scan more than one sample of that remittance coupon so that you can observe and account for printing and cutting differences.

The system uses the coupon definitions in alphabetic order, and accepts the first match found, so your coupons should be defined (and named) in sequence from most unique to least unique. When the data fields are identical on two coupon types, list the most common coupon before the less common one.

Note: Before you define a new coupon, review the existing custom fields, and if necessary create new custom fields to support this new coupon type.

  1. Enter a unique name for this new coupon in the Name box.
  2. Enter a short description in the Description box.
  3. Make a choice for Measure zones from (You would normally measure from a cut edge, not a user-torn edge.)
  4. Optionally, you may use the document size constraint entry fields to specify the minimum and maximum pixel height and width requirements for the coupon. Once defined, scanned coupons must fall within the configured size ranges in order to match the coupon definition. When setting the document size constraint entry field values, note the following:
  5. If necessary, use the Document Orientation controls to change the orientation of scanned documents matching this definition prior to those documents being recognized or displayed to users within the application. You can either leave the orientation of those documents as scanned (by selecting Default orientation from scanner) or can have the scanned images for those documents rotated 90° clockwise (by selecting Re-oriented for display and recognition) before recognition is performed on those documents, and before images of those documents are displayed.

    Note: Depending on the scanner model you are using to capture your coupons, you may need to either adjust the direction in which you feed documents into the scanner, or adjust the Document Orientation control settings to ensure that your scanned documents display in the proper orientation within the Sample images display frame.

  6. Load one or more samples into the scanner and then click the Scan button.
  7. If you are working with a large document, use the zoom controls ( to zoom in (icon_zoom_in) or out (icon_zoom_out)) to size the image to an appropriate level (and to display the portion of the document containing the zone you wish to define) before clicking the Define Zone button to proceed with zone definition. The magnification on the portion of the document on which you have zoomed the image will be maintained when you click the Define Zone button, allowing you to define zones more easily on large documents.
  8. Click the Define Zone button and then drag the resulting shadow-box over the sample image onto a data zone.

    Drag the box handles to resize the box so that it completely covers the data zone. While this box needs to be big enough to account for printing variations, it must not overlap other zones on this document type.

  9. Complete the zone definition:
  10. When you are satisfied with the zone definition settings, click the Lock Zone button.

    View the Current Value field to ensure the zone contents are readable and complete. If the zone is incomplete, edit the zone size or position.

  11. Create any other zones needed.
  12. Click the Define Field button to define at least one data field per zone. You will return to this page as you save each field.

    The Defined Fields List box displays any fields defined for this remittance coupon, and the current value for each field.

  13. Click the Save button to complete the new coupon.

    Note: You can also click the Cancel button to abandon your input.