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Kofax SupplierExpress User Manual

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SupplierExpress Administrator's Guide

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Contents

Preface ....................................................................................................................................................................................7

Who Should Read This Guide ......................................................................................................................................7
Document Conventions ..................................................................................................................................................7
Companion Documents ..................................................................................................................................................7
Getting Help for Kofax Products ................................................................................................................................. 8

About SupplierExpress ....................................................................................................................................................... 9

Users .................................................................................................................................................................................. 9
Integration Options .......................................................................................................................................................10

Invoice Submission Flow ........................................................................................................................................ 10

Invoice Inquiries ............................................................................................................................................................17
Payment Inquiries ......................................................................................................................................................... 18
PO Inquiries ................................................................................................................................................................... 18
Invoice Submission ....................................................................................................................................................... 18

Non-PO Invoice Submission ...................................................................................................................................19

PO Invoice Submission ............................................................................................................................................19

Standard Invoice Submission ................................................................................................................................. 20

Kofax e-Transactions Invoice Submission ............................................................................................................20

Correspondence with Suppliers ..................................................................................................................................20
Announcement Posting ................................................................................................................................................ 20
Access Control ............................................................................................................................................................... 21

Invitation Process ..................................................................................................................................................... 21

Open Enrollment Process ........................................................................................................................................21

Supplier Maintenance ...................................................................................................................................................22
SupplierExpress with SAP ...........................................................................................................................................22

Vendor Partnering ....................................................................................................................................................22

SAP Invoice Types ................................................................................................................................................... 22

SAP Payment Types .................................................................................................................................................22

Installation ...........................................................................................................................................................................23

Installation Planning .....................................................................................................................................................23

Minimum SupplierExpress Agent Requirements ............................................................................................... 23

Minimum MarkView Integration Requirements .................................................................................................23

Implementation Process .......................................................................................................................................... 23

Upgrade Planning .................................................................................................................................................... 23

Pre-installation Tasks ....................................................................................................................................................24

Oracle Pre-installation Tasks .................................................................................................................................. 24

SAP Pre-installation Tasks ......................................................................................................................................24

Preparing to Install .................................................................................................................................................. 25

See also other documents in the category Kofax Tools: