Kofax SupplierExpress - Manual (Page 4)

Contents
4 SupplierExpress Administrator's Guide
Installing the Software ................................................................................................................................................. 26
MarkView Integration ............................................................................................................................................. 28
Kofax Capture Integration ...................................................................................................................................... 28
Direct ERP Integration .............................................................................................................................................30
Post-Installation Tasks ..................................................................................................................................................31
Importing SAP Transports ......................................................................................................................................31
Starting and Stopping the Agent ...........................................................................................................................37
Encrypting Passwords (Optional) ..........................................................................................................................38
Creating a Suspense GL Account for Sites Using Oracle .................................................................................. 39
Verifying the Installation ............................................................................................................................................. 40
Activating SupplierExpress ......................................................................................................................................... 40
Changing Passwords .................................................................................................................................................... 40
Recruiting Suppliers .......................................................................................................................................................... 43
Best Practices for Supplier Interaction .......................................................................................................................43
Contact with Suppliers ............................................................................................................................................43
Contact with AR Teams .......................................................................................................................................... 44
Customer Service Inquiries .....................................................................................................................................44
Dispute Resolution through Messaging ............................................................................................................... 44
Account Maintenance .............................................................................................................................................. 44
Planning a Recruitment Strategy ................................................................................................................................45
Samples ........................................................................................................................................................................... 46
Script for Service Representatives ......................................................................................................................... 46
Invitation to Send through Email ..........................................................................................................................46
Invitation to Send through Standard Mail ...........................................................................................................47
Note to Include with Payments .............................................................................................................................47
Reminder for Non-Respondents ............................................................................................................................ 47
Confirmation Message .............................................................................................................................................48
Message for Internal Communication ...................................................................................................................48
Configuring SupplierExpress ...........................................................................................................................................49
Accessing SupplierExpress .......................................................................................................................................... 49
Configuring Company Settings .................................................................................................................................. 49
General Settings ........................................................................................................................................................49
Entering SAP Information ........................................................................................................................................... 50
Setting Up Open Enrollment .......................................................................................................................................51
Setting SupplierExpress Access for MarkView Groups ..........................................................................................52
Setting Up Invoice Submission ...................................................................................................................................53
Enabling Invoice Submission for MarkView Integrations .................................................................................55
Enabling Invoice Submission for Direct ERP Integrations ................................................................................ 57
Enabling Kofax e-Transactions Invoice Submission ........................................................................................... 58
Adding Invoice Approvers ..........................................................................................................................................59
Setting System Options ................................................................................................................................................ 60
Adding Personal Settings ............................................................................................................................................ 60
Using SupplierExpress ...................................................................................................................................................... 61