Kofax SupplierExpress - Manual (Page 6)

Contents
6 Kofax SupplierExpress Administrator's Guide
Preparing to Install .................................................................................................................................................. 30
Installing the Software ................................................................................................................................................. 31
Integrating with MarkView ....................................................................................................................................32
Integrating with Kofax Capture .............................................................................................................................33
Integrating with Direct ERP ................................................................................................................................... 35
Post-Installation Tasks ..................................................................................................................................................35
Importing SAP Transports ......................................................................................................................................36
Starting and Stopping the Agent on UNIX ..........................................................................................................39
Starting and Stopping the Agent on Windows ...................................................................................................40
Encrypting Passwords (Optional) ..........................................................................................................................40
Creating a Suspense GL Account for Sites Using Oracle .................................................................................. 41
Verifying the Installation ............................................................................................................................................. 42
Activating SupplierExpress ......................................................................................................................................... 42
Changing Passwords .................................................................................................................................................... 42
Recruiting Suppliers .......................................................................................................................................................... 45
Best Practices for Supplier Interaction .......................................................................................................................45
Contact with Suppliers ............................................................................................................................................45
Contact with AR Teams .......................................................................................................................................... 46
Customer Service Inquiries .....................................................................................................................................46
Dispute Resolution through Messaging ............................................................................................................... 46
Account Maintenance .............................................................................................................................................. 47
Planning a Recruitment Strategy ................................................................................................................................47
Open Enrollment Samples ...........................................................................................................................................48
Script for Service Representatives ......................................................................................................................... 48
Invitation to Send through Email ..........................................................................................................................48
Invitation to Send through Standard Mail ...........................................................................................................49
Note to Include with Payments .............................................................................................................................49
Reminder for Non-Respondents ............................................................................................................................ 50
Confirmation Message .............................................................................................................................................50
Message for Internal Communication ...................................................................................................................51
Configuring SupplierExpress ...........................................................................................................................................53
Accessing SupplierExpress .......................................................................................................................................... 53
Configuring Company Settings .................................................................................................................................. 53
General Settings ........................................................................................................................................................53
Entering SAP Information ........................................................................................................................................... 54
Setting Up Open Enrollment .......................................................................................................................................55
Setting SupplierExpress Access for MarkView Groups ..........................................................................................56
Setting Up Invoice Submission ...................................................................................................................................57
Enabling Invoice Submission for MarkView Integrations .................................................................................59
Enabling Invoice Submission for Direct ERP Integrations ................................................................................ 61