Kofax Invoice Processing Agility 1.0

 At Course Completion

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

• Understand server pre-requisites before installing IP Agility
• Understand and install the various components of IP Agility
• Configure Ingestion paths
• Configure Master Vendor Table
• Access Solution Configuration Manager (SCM) and basic settings
• Configure Export options
• Configure Invoice Number lookup
• Configure Company Code Extraction
• Configure PO Number lookup
• Understand Line Pairing and Line Pairing Correction
• Understand how to handle Miscellaneous Charges
• Understand Invalid Reasons when to use them
• Consider Upgrade scenarios and Customizations
• Configure the system to handle Intercompany Invoices
• Configure Units of Measure
• Configure Tax settings
• Configure VAT Compliancy checks
• Configure Currencies
• Understand Exception Handling functionality
• Understand Electronic Invoice capabilities and configuration
• Configure Custom Fields
• Understand User Exits, develop an example and test it
• Understand MarkView Integration
• Understand Process Director Integration
• Pass a Certification Examination with a score of 85% or higher

  

Prerequisites

• Completion of the Kofax TotalAgility 7 Essentials course
• Basic working knowledge of:
  • SQL databases
  • Microsoft Internet Information Services (IIS) Manager
  • Programming language (e.g. C#)

 

Course Materials

• All course materials are provided

 

Hours

• Classroom: 8:30 to 4:30 each day for 4 days

 

 

Course Outline

 

DAY 1

Module 0 – Introduction to Class prerequisites

• Duration, prerequisites and materials
• Goals
• Class structure and module overviews
• Invoice Processing Agility Process Flow
• Architecture
• DEMO
• LAB

Module 1 – Install Invoice Processing Agility 1.0

• Install Kofax Invoice Processing Agility
• Basic Configuration such as:
• Resource Access to Solution Configuration Manager
• CSV Creation for lookup during Extraction
• Image Rendition Creation
• DEMO
• LAB

Module 2 – Import Settings, Export Settings and basic Profile Settings

• File Name Parsing
• Configure File Import
• Configure Export Settings
• Configure Basic Profile Settings including
  • Configure Bill-To Format
  • Activate Bill-To Field
• DEMO
• LAB

Module 3 – Clients and Users

• Create a new Client and Client Group
• Create a new User in SCM and assign to Client Group
• Examine Resource Structure in TotalAgility
• DEMO
• LAB

Module 4 – Invoice Number Lookup

• Enable Invoice Number Lookup
• Configure Database Validation for Historical Invoice Numbers
• DEMO
• LAB

Module 5 – Company Code Extraction and Lookup

• Provide the IPA Project with Company Code .csv
• Enable Company Code database Validation
• DEMO
• LAB

Module 6 – Purchase Order Number Lookup

• Configure PO Number Formats
• Enable PO Number Validation
• DEMO
• LAB

Module 7 – Line Pairing and Line Pairing Correction

• Enable Line Pairing
• Configure Get PO Lines from Database
• Enable Multiple Pairing to Single PO Line
• Enable Check for Multiple PO’s
• Enable Line Pairing Correction
• Enable Integrity Check
• Examine Line Pairing Correction form
• Examine Extended Logging
• Configure IPAgility to identity Service PO Type
• Service PO and Quantity Flip
• DEMO
• LAB

Module 8 – Miscellaneous Charges

• Understand Miscellaneous Charges
• Configure Miscellaneous Charge Categories
• Alter Export Settings for Miscellaneous Charges
• DEMO
• LAB

Module 9 – Invalid Reasons and Rejected Documents

• Understand why a document could be invalid
• Understand why a document could be rejected
• Understand the process steps for invalid and rejected documents
• DEMO
• LAB

Module 10 – Intercompany Invoices

• What are Intercompany Invoices?
• Configure and Train IP Agility to recognize Intercompany Invoices
• DEMO
• LAB

Module 11 – Unit of Measure

• What is Unit of Measure?
• Configure Unit of Measure Types
• Enable UOM Check
• Enable Unit of Measure Conversion from Database
• DEMO
• LAB

Module 12 – Tax Codes and Tax Jurisdiction Codes

• What are Tax Codes and Jurisdiction Codes?
• Enable Tax Determination
• Configure Database Validation
• Examine Tax Code Export
• Configure Tax Jurisdiction Codes
• DEMO
• LAB

Module 13 – VAT Compliance

• What is VAT Compliance?
• Enable VAT Compliance Checks
• Configure Database Validation
• Enable VAT based Tax Processing
• Enable Fields
• Examine error messages on Validation form
• DEMO
• LAB

Module 14 – Exceptions

• IP Agility and built-in Exception Handling
• Export Failed Exception
• Line Pairing Exception
• PIX Exception
• Technical Exceptions
• DEMO
• LAB

Module 15 – Electronic Invoices

• Install PIX
• Configure IP Agility to connect to PIX
• Configure Kofax Message Monitor not to process XML files
• DEMO
• LAB

Module 16 – Upgrading and Customization

• Upgrading considerations
• What IP Agility artefacts can/should be modified?
• What IP Agility artefacts require customization?
• Create an Extraction Profile
• Customize a “Custom Field”
• What are User Exits?
• Create a sample DLL
• Register DLL in GAC and register with IPAgility
• DEMO
• LAB

Module 17 – Certification and Testing

• Certification requirements
• The Certification Exam
• Taking the exam
• Receiving your certificate
• CERTIFICATION EXAM

 

Module 18 – Additional Topics

• Currencies
• MarkView Integration
• Process Director Integration

 

Kofax Invoice Processing Agility 1.0
Delivery method	Ondemand
Duration	4 days
Part number	TR-1200-0471
Price USD	$3500
Buy online	Online store
Quote	Request quote
Register for class	Register
Print course details	Print

Available delivery methods
Classroom
Ondemand