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Kofax Accounts Payable Agility 2.0 (INTERNAL ONLY)

Kofax Accounts Payable Agility 2.0

 

Course Overview

The focus of this course is to provide an understanding of the Accounts Payable Agility (AP Agility).

 This course is intended for technical professionals who need to understand how to install, configure and extend Kofax Accounts Payable Agility. Learning is accomplished through presentations, demonstrations, and hands-on labs.

 

At Course Completion

Upon completion of this course, students will be able to:

  • Understand server pre-requisites before installing AP Agility
  • Understand and install the various components of AP Agility
  • Create and Configure Organization and Business Units
  • Configure ERP Connections
  • Configure Resource Structures for Business Units
  • Configure an Approval Hierarchy
  • Configure Invoice Processing Agility to pass processed Invoices to AP Agility
  • Understand and complete the steps nexessary to process invoices through AP Agility for PO and Credit Invoices, Non-PO Invoices, Duplicates, GL Coding Requirements, Exceptions processing, Approvals and Comment Requests
  • Configure Email Notifications and Approval
  • Understand the relevant processes for Workflow Customizations and future upgrade considerations
  • Optionally:
  • Configure Invoice Processing Agility to use Database Views from AP Agility for Vendor, Country, Currency, Purchase Order Number and Line Items lookups and Validation
  • Configure export to ECM Systems via CMIS (Content Management Interoperability Service)
  • Configure Templates and Skins for export where you need to connect to a different ECM system for each Organization
  • Pass a Certification Examination

  

Prerequisites

  • Completion of the Kofax TotalAgility 7 Essentials course and certification
  • Completion of the Kofax Invoice Processing Agility course and certification
  • Basic working knowledge of:
    • SQL databases
    • Microsoft Internet Information Services (IIS) Manager
    • Programming language (e.g. C#)
    • Invoice and Accounts Payable Processing Concepts

 

Course Materials

  • All course materials are provided

 

Hours

  • If classroom based; 8:30 to 4:30 each day for 3 days

 

 

Course Outline

 

DAY 1

Module 0 – Introduction to Class pre-requisites

  • Duration, Hardware and Software Prerequisites
  • Course Materials
  • Course Objectives
  • Class structure and Modules Overview
  • Accounts Payable Agility Product Overview
  • Architecture
  • Course Roadmap

Module 1 – Install Accounts Payable Agility 2.0

  • Install Accounts Payable Agility
  • Basic Configuration such as:
  • Accounts Payable Agility Database Creation
  • IIS Application Pool and Virtual Application for AP Agility Web Service
  • Import of AP Agility Package into TotalAgility
  • Configuration of IP Agility to send/export processed documents to AP Agility
  • DEMO
  • LAB

Module 2 – ERP Connections and GL Account Segment Structures

  • What are ERP Connections?
    • Creating, editing and deleting ERP Connections
  • What are GL Account Segment Structures?
  • Create, edit and delete GL Segment Structures
  • DEMO
  • LAB

Module 3 – Organizations and Business Units

  • What are Organizations
  • Create a new Organization and connect it to an IP Agility Client
  • What are Business Units
  • Create a new Business Unit and connect it to an IP Agility Company Code
  • DEMO
  • LAB

Module 4 – Resources and Role Assignment

  • Role Management
  • Associate TotalAgility Resource Groups with AP Agility Roles
  • Role Privileges
  • Approval Hierarchy
  • Routing Options
  • DEMO
  • LAB

Module 5 – ERP Source Data and Data Import

  • Data Import Overview
  • CSV File Structure
  • Enable AP Agility ERP Data import into IP Agility
  • Scheduled Jobs for automatic Data Import
  • DEMO
  • LAB

Module 6 – AP Agility Workflows

  • Workflow Overview
  • Initiation of Main Workflow from IP Agility
  • AP Agility Validation Checks
  • Invoice Coding and User Actions
  • Exception Handling and User Actions
  • Approvals and User Actions
  • Export
  • DEMO
  • LAB

Module 7 – Customize AP Agility Workflows

  • Workflow Customization Overview
  • Before and After Customization Workflows
  • Embedded Workflows
  • Process Templates and Skins for further Customization
  • DEMO
  • LAB

Module 8 – AP Agility Analytics

  • High-level Architecture
  • Install Kofax Accounts Payable Agility Analytics Project
  • Configure and run a Data Load
  • Analytics Dashboard Overview
  • Invoice Search
  • Invoices Coming Due
  • Invoices with Exceptions
  • Invoice Processing Time
  • Current Workload and Processed Invoices
  • DEMO
  • LAB

Module 9 – Enterprise Content Management (ECM) Integration

  • Overview
  • Sample AP ECM Export Process
  • Example – SharePoint as the ECM System
  • Configure CMIS Integration Node
  • DEMO
  • LAB

Module 10 – Troubleshooting

  • TotalAgility Jobs and Notes
  • TotalAgility Web Services, Tracing and Logging
  • Kofax Analytics and Log File Location
  • DEMO
  • LAB

Module 11 – Certification and Testing

  • Certification Requirements
  • The Certification Exam
  • Taking the Exam
  • Receiving your Certificate
  • CERTIFICATION EXAM

 

Kofax Accounts Payable Agility 2.0 (INTERNAL ONLY)
Delivery method Ondemand
Duration 3 days
Part number TR-1200-0383
Price USD $2500
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