Kofax SupplierExpress - Manual (Page 19)

About SupplierExpress
SupplierExpress Administrator's Guide 19
can represent a single invoice or multiple invoices. On the Invoice Submissions page,
SupplierExpress displays the status of the invoice transmission.
▪ To use Kofax e-Transactions submission, a Supplier Administrator installs the Kofax e-
Transactions Sender software on their system. When the administrator accesses Kofax
e-Transactions invoice submission, SupplierExpress presents the option to download
the Sender.
Once the supplier installs the Sender, the supplier applies a Kofax e-Transactions
configuration file based on your SupplierExpress setup. When the supplier uses
the Kofax e-Transactions Sender to transmit invoices, the Receiver installed at your
company accepts the invoices based on an electronic agreement made with the Sender.
Your company can view reports to determine if a supplier submitted any invoices
electronically. After the invoice information enters the ERP system, the supplier can see the
invoice in the SupplierExpress Invoice Inquiry window.
Non-PO Invoice Submission
When using this option, the supplier enters basic invoice header information, for example,
invoice number and amount, which expedites processing. SupplierExpress lets you configure
a list of Approvers or points of contact from which the supplier can choose.
When integrated with MarkView, SupplierExpress and MarkView combine to direct the
invoice to the correct processing queue.
▪ In SAP, the process creates a parked invoice and attaches the invoice image to the
MarkView Document.
▪ In Oracle, the process enters the invoice into the interface tables. To move the
information from the interface tables to the Accounts Payable tables, your company
must run the Payables Open Interface import. After the import process finishes,
SupplierExpress attaches the invoice to the MarkView Document.
For the best results, schedule the Payables Open Interface import process to run
several times a day.
Caution When configuring and scheduling the Payables Open Interface Import for
SupplierExpress, configure the import to apply the 170_SYSTEMS_HOLD during the
process. Doing so guarantees that MarkView immediately applies the hold to each
imported invoice. The hold remains in place until all workflow actions are completed
and the invoice is ready for payment.
Applying the hold prevents an imported invoice from circumventing the workflow if a
system component malfunctions.
In a Direct ERP integration, SupplierExpress creates an invoice with header information only
in the ERP system. SupplierExpress saves the invoice PDF to the storage location specified
during installation. SupplierExpress also creates an xml file that contains invoice information,
such as amount, currency, and supplier. SupplierExpress uses the information in the xml file
during the search process.
PO Invoice Submission
PO Invoice submission lets a supplier electronically turn an open and approved PO (with
funds remaining) into an invoice. PO Invoice submission uses data drawn directly from the
PO at your company. This feature eliminates the need for your AP department to key in
invoices manually. With this option, your suppliers generate more accurate invoices, which
saves your company time and money.