Kofax SupplierExpress Manuel d'utilisateur

August 8, 2011SupplierExpress5.0Administrator's�Guide

About SupplierExpress10SupplierExpress Administrator's GuideIntegration OptionsSupplierExpress lets you pick an integration option that works wel

About SupplierExpressSupplierExpress Administrator's Guide11MarkView IntegrationFigure 1-1. MarkView Integration—Flow for PO Invoice Submission

About SupplierExpress12SupplierExpress Administrator's GuideFigure 1-2. MarkView Integration—Flow for Non-PO Invoice Submission

About SupplierExpressSupplierExpress Administrator's Guide13Figure 1-3. MarkView Integration—Flow for Standard Invoice Submission

About SupplierExpress14SupplierExpress Administrator's GuideDirect ERP and Kofax Capture IntegrationsFigure 1-4. Kofax Capture and Direct ERP Int

About SupplierExpressSupplierExpress Administrator's Guide15Figure 1-5. Kofax Capture and Direct ERP Integration—Flow for non-PO InvoiceSubmissio

About SupplierExpress16SupplierExpress Administrator's GuideFigure 1-6. Kofax Capture Integration—Flow for Standard Invoice Submission

About SupplierExpressSupplierExpress Administrator's Guide17Figure 1-7. Direct ERP Integration—Flow for Standard Invoice SubmissionInvoice Inquir

About SupplierExpress18SupplierExpress Administrator's GuidePayment InquiriesAfter registering and logging in, suppliers can inquire about paymen

About SupplierExpressSupplierExpress Administrator's Guide19can represent a single invoice or multiple invoices. On the Invoice Submissions page,

Portions © 2004-2011 Kofax, Inc., 15211 Laguna Canyon Road, Irvine, California 92618, U.S.A. Portions© 2002-2006 Kofax Development GmbH. Portions © 19

About SupplierExpress20SupplierExpress Administrator's GuideSuppliers start the process by viewing their open Purchase Orders through the PO Inqu

About SupplierExpressSupplierExpress Administrator's Guide21With the Announcements feature, you can:▪ Include rich text with embedded HTML format

About SupplierExpress22SupplierExpress Administrator's GuideYou can modify the email message in both cases. Use the email to include additionalco

SupplierExpress Administrator's Guide23Chapter 2InstallationInstallation PlanningMinimum SupplierExpress Agent Requirements▪ An IPSec-compliant V

Installation24SupplierExpress Administrator's GuideWhen you upgrade from a Direct ERP Integration to a MarkView Integration,SupplierExpress start

InstallationSupplierExpress Administrator's Guide25libsapjco3.sosapjco3.jarNote If integrating with MarkView, you can find these files on the Ma

Installation26SupplierExpress Administrator's Guide2Copy the install-image-saas-agent-<x.x>.zip file (where <x.x> is the version numb

InstallationSupplierExpress Administrator's Guide275Select the <directory> in which to install the agent, or create a new directory, and cl

Installation28SupplierExpress Administrator's GuideMarkView IntegrationIntegrating with an Oracle ERP1Enter the Oracle APPS schema <username&g

InstallationSupplierExpress Administrator's Guide292Continue as follows:▪ For Oracle installations:aEnter the Oracle APPS schema <username>

SupplierExpress Administrator's Guide3ContentsPreface ...

Installation30SupplierExpress Administrator's Guide4Complete the fields as follows:Field DescriptionKofax Capture Connector Web ServiceURLEnter t

InstallationSupplierExpress Administrator's Guide312Continue as follows:▪ For Oracle installations:aEnter the Oracle APPS schema <username>

Installation32SupplierExpress Administrator's GuideUnzipping the file adds 2 folders to the directory:▪ 1_Kofax_SupplierExpress_Transports▪ 2_Kof

InstallationSupplierExpress Administrator's Guide33move the D, E, or Q suffix to the front of the name; do not include the period. For example,ch

Installation34SupplierExpress Administrator's Guide12To start the import, click the check mark; click Yes when prompted to verify starting theim

InstallationSupplierExpress Administrator's Guide35Importing the Second Set of Transport Files1Log in to SAP as a user with authorization to impo

Installation36SupplierExpress Administrator's Guide9After you complete the Transp. request field, which the system populates automatically ifyou

InstallationSupplierExpress Administrator's Guide3713To finish the installation, start the agent as described in Starting and Stopping the Agento

Installation38SupplierExpress Administrator's Guide1Log in as root and change to the directory where you installed the agent software.For example

InstallationSupplierExpress Administrator's Guide39Encrypting Passwords in the Properties File1Before starting the agent, log in to the directory

Contents4SupplierExpress Administrator's GuideInstalling the Software ...

Installation40SupplierExpress Administrator's Guide2Select Administration > MarkView Admin .3Click the Preferences tab.4Search for the prefere

InstallationSupplierExpress Administrator's Guide412Stop the agent (see Starting and Stopping the Agent on page 37).3Open the expressagent.proper

Installation42SupplierExpress Administrator's Guide

SupplierExpress Administrator's Guide43Chapter 3Recruiting SuppliersThis chapter provides guidelines to help your AP employees educate suppliers

Recruiting Suppliers44SupplierExpress Administrator's GuideContact with AR TeamsYour suppliers’ Accounts Receivable (AR) teams have one objective

Recruiting SuppliersSupplierExpress Administrator's Guide45Planning a Recruitment Strategy1Define the supplier profile. Suppliers who invoice mor

Recruiting Suppliers46SupplierExpress Administrator's Guide SamplesUse the following samples as guidelines for recruiting suppliers to use Suppli

Recruiting SuppliersSupplierExpress Administrator's Guide47To register, use the link below. For your convenience, the site is available 7 days a

Recruiting Suppliers48SupplierExpress Administrator's Guide▪ Access purchase order and payment information online at any time.▪ Send messages dir

SupplierExpress Administrator's Guide49Chapter 4Configuring SupplierExpressThis chapter describes the SupplierExpress configuration procedures, s

ContentsSupplierExpress Administrator's Guide5Working with Users in Your Company ...

Configuring SupplierExpress50SupplierExpress Administrator's Guide5To see how your logo size compares to the recommended logo size, select the In

Configuring SupplierExpressSupplierExpress Administrator's Guide514Enter the <invoice types> to appear on the invoice inquiry tab. Separate

Configuring SupplierExpress52SupplierExpress Administrator's Guide3Locate the Enable Open Enrollment option and continue as follows:▪ To enable

Configuring SupplierExpressSupplierExpress Administrator's Guide53▪ Users—have partial access to SupplierExpress, including the ability to search

Configuring SupplierExpress54SupplierExpress Administrator's GuideNote Only select the Kofax Capture document type for Standard Invoice submissi

Configuring SupplierExpressSupplierExpress Administrator's Guide555Continue to the section that describes the invoice submission type you plan to

Configuring SupplierExpress56SupplierExpress Administrator's GuideEnabling PO Invoice Submission1Enable the check box.2(MarkView integration on

Configuring SupplierExpressSupplierExpress Administrator's Guide572On the related tab, select the <Workflow Document Type> string for the d

Configuring SupplierExpress58SupplierExpress Administrator's GuideEnabling Kofax e-Transactions Invoice SubmissionTo use this option, you must ha

Configuring SupplierExpressSupplierExpress Administrator's Guide59Adding Invoice ApproversApprovers that you select become available for your sup

Contents6SupplierExpress Administrator's Guide

Configuring SupplierExpress60SupplierExpress Administrator's GuideSetting System OptionsUse System Options to restrict what your suppliers see wh

SupplierExpress Administrator's Guide61Chapter 5Using SupplierExpressThis chapter describes the following:▪ Inviting Users from Your Supplier Com

Using SupplierExpress62SupplierExpress Administrator's Guide▪ Buyer Administrator—allows full access to SupplierExpress configuration options,re

Using SupplierExpressSupplierExpress Administrator's Guide63If a supplier is associated with different Company Codes or organizations within aco

Using SupplierExpress64SupplierExpress Administrator's GuideFrom this page, you can see when a user from a supplier company was last invited to j

Using SupplierExpressSupplierExpress Administrator's Guide652Under Work with an invited supplier, enter at least 3 characters that appear in thes

Using SupplierExpress66SupplierExpress Administrator's GuideUsing the Correspondence FeatureSupplierExpress lets a supplier initiate contact wit

Using SupplierExpressSupplierExpress Administrator's Guide67Responding to Supplier CorrespondenceWhen you open SupplierExpress, the home page di

Using SupplierExpress68SupplierExpress Administrator's Guide

SupplierExpress Administrator's Guide69Chapter 6What the Supplier SeesSupplier Response to Open EnrollmentWhen accessing the open enrollment URL,

SupplierExpress Administrator's Guide7PrefaceThis guide describes SupplierExpress features, prerequisites, installation, operation,and administra

What the Supplier Sees70SupplierExpress Administrator's Guide4Clicks Submit.The User ID that SupplierExpress displays is the email address that

SupplierExpress Administrator's Guide71Appendix ASilent-Mode InstallationSilent-mode installation requires that you set installation properties o

Silent-Mode Installation72SupplierExpress Administrator's Guide7Edit the installer_interview.properties file to include the information that you

SupplierExpress Administrator's Guide73Appendix BTesting SupplierExpressTest your installation in a non-production environment.Completing Pre-Tes

Testing SupplierExpress74SupplierExpress Administrator's Guide1With the Company URL provided by Technical Support, log in to SupplierExpress as a

Testing SupplierExpressSupplierExpress Administrator's Guide75SupplierExpress Stopped Working after an Upgrade or ReinstallationYou reinstalled o

Testing SupplierExpress76SupplierExpress Administrator's Guide

IndexSupplierExpress Administrator's Guide77Aaccess,log in to SupplierExpress, 49access , security control, 21access, security control, 21account

78SupplierExpress Administrator's GuideKofax Capture Integration, 10MarkView Integration, 10internal communication message, 48invitations,cancel,

SupplierExpress Administrator's Guide79sapjco.jar, 24script for Service Representatives, 46search usage reports, 65security, 21Open Enrollment, 2

8SupplierExpress Administrator's GuideGetting Help for Kofax ProductsKofax regularly updates the Kofax Support site with the latest information a

80SupplierExpress Administrator's Guide

SupplierExpress Administrator's Guide9Chapter 1About SupplierExpressSupplierExpress is a web-based service that lets your suppliers check the sta