User guide

SupplierExpress Administrator's Guide
3
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