Kofax SupplierExpress User Manual
Page 58
Configuring SupplierExpress
58
Kofax SupplierExpress Administrator's Guide
For MarkView integrations, SupplierExpress uses the Workflow Document Type that you
select to route the invoice to the associated MarkView queue.
For Kofax Capture, SupplierExpress directs invoices to the Batch Class specified during
installation. Kofax Capture then retrieves and processes the invoice and metadata submission
as configured for that batch class.
Note Only select the Kofax Capture document type for Standard Invoice submission.
1 Log in to SupplierExpress and select Tools > Company Settings.
2 In the navigation bar, select Invoice Submission.
3 Select Enable ‘Submit an Invoice’ feature and the check boxes for the invoice submission
types to enable.
Invoice Submission Type
Description
Standard Invoice submission
Lets suppliers upload PDF versions of PO and
Non-PO invoices. The supplier enters no invoice
information.
Non-PO Invoice submission
Lets suppliers enter basic invoice header information
and pick an approver from a list that you configure.
PO Invoice submission
Lets suppliers electronically turn an open and
approved PO (with funds remaining) into an invoice.
KeT Invoice submission
Lets a SupplierExpress administrator, whom you
specify, to send invoices using Kofax e-Transactions.
For more information, see
4 (MarkView integration only) Select the Workstation Serial Number that is defined in
MarkView Administration.
The serial number is used in conjunction with database preferences to select the protocol
used to save and retrieve documents. The default for this field is WEB_CLIENT.
Contact your MarkView System Administrator for the serial number to use.