Kofax SupplierExpress - Manual (Page 18)

About SupplierExpress
18 SupplierExpress Administrator's Guide
Payment Inquiries
After registering and logging in, suppliers can inquire about payments made to them.
Suppliers can filter their inquiry by payment date range or payment summary results fields,
which include:
▪ Payment Number
▪ Invoice Numbers
▪ PO Numbers
▪ Payment Date
▪ Currency
▪ Amount
From the payment summary results page, suppliers can click a payment to view payment
details. In addition to the payment summary results information, the details pane displays the
payment type, status, and payment address.
The payment inquiry features can help suppliers who have questions or issues related to
payments. For example, the supplier:
▪ Might not have received payment because the payment was sent to an incorrect
address.
▪ Might not know which invoices a received payment covers.
PO Inquiries
The Purchase Order (PO) Inquiry feature lets your suppliers view detailed information about
POs that they have open with your company. SupplierExpress collects information from the
ERP system to respond to the PO inquiry. If a PO includes multiple invoices, the PO Inquiry
page shows the PO number and the number of invoices associated with the PO.
The PO Inquiry feature can help suppliers who have questions or issues related to POs. For
example, a supplier might need to check:
▪ The balance remaining against a PO.
▪ The quantity of items supplied and the price per item.
▪ The total cost of a PO that was fulfilled 6 months ago.
▪ The number of invoices executed against a PO.
Note Blanket POs and Planned POs do not appear in the PO list. Nor does SupplierExpress
display taxes applied to the PO or PO items.
Invoice Submission
The Invoice Submission feature lets your suppliers submit invoices electronically to your
company. Configuration options let you enable up to four different submission options--
Non-PO Invoice, PO Invoice, Invoice submission, and Kofax e-Transactions submission.
For SupplierExpress integration with Kofax Capture, SupplierExpress links directly to a
Kofax Capture batch class. You can enable some or all of these options for some or all of your
suppliers.
▪ To use Non-PO Invoice and Standard Invoice submission, the supplier must have
the ability to create or access PDF versions of invoices. The supplier does not need
to upload PDF files when submitting PO Invoices, although they have the option to
upload supporting documentation during the submission process.
For Standard Invoice submission, suppliers follow on-screen instructions to submit
invoices from their computers. If uploading a PDF for invoice submission, the PDF