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Kofax Invoice Processing Agility 1.0
Training & Certification

 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 Classroom
Duration 5 days
Part number TR-1200-0383
Price USD $3500
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Ondemand