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Payment inquiries, Po inquiries, Invoice submission – Kofax SupplierExpress User Manual

Page 20: Payment inquiries po inquiries invoice submission

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About SupplierExpress

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Kofax SupplierExpress Administrator's Guide

Payment Inquiries

After registering and logging in, suppliers can inquire about payments made to them.

Suppliers can filter their inquiry by payment date range or payment summary results fields,

which include:
▪ Payment Number
▪ Invoice Numbers
▪ PO Numbers
▪ Payment Date
▪ Currency
▪ Amount

From the payment summary results page, suppliers can click a payment to view payment

details. In addition to the payment summary results information, the details pane displays the

payment type, status, and payment address.

The payment inquiry features can help suppliers who have questions or issues related to

payments. For example, the supplier:
▪ Might not have received payment because the payment was sent to an incorrect address.
▪ Might not know which invoices a received payment covers.

PO Inquiries

The Purchase Order (PO) Inquiry feature lets your suppliers view detailed information about

POs that they have open with your company. SupplierExpress collects information from the

ERP system to respond to the PO inquiry. If a PO includes multiple invoices, the PO Inquiry

page shows the PO number and the number of invoices associated with the PO.

The PO Inquiry feature can help suppliers who have questions or issues related to POs. For

example, a supplier might need to check:
▪ The balance remaining against a PO.
▪ The quantity of items supplied and the price per item.
▪ The total cost of a PO that was fulfilled 6 months ago.
▪ The number of invoices executed against a PO.

Note Blanket POs and Planned POs do not appear in the PO list. Nor does SupplierExpress

display taxes applied to the PO or PO items.

Invoice Submission

The Invoice Submission feature lets your suppliers submit invoices electronically to your

company. Configuration options let you enable up to four different submission options:

Non-PO Invoice, PO Invoice, Invoice submission, and Kofax e-Transactions submission.

For SupplierExpress integration with Kofax Capture, SupplierExpress links directly to a