Document Outline

• Title Page
• Contents
• Preface
  • Who Should Read This Guide
  • Document Conventions
  • Related Documentation
  • Getting Help for Kofax Products
• About SupplierExpress
  • Users
  • Integration Options
    • Invoice Submission Flow
      • MarkView Integration
      • Direct ERP and Kofax Capture Integrations
  • Invoice Inquiries
  • Payment Inquiries
  • PO Inquiries
  • Invoice Submission
    • Non-PO Invoice Submission
    • PO Invoice Submission
    • Standard Invoice Submission
    • Kofax e-Transactions Invoice Submission
  • Corresponding with Suppliers
  • Announcement Posting
  • Access Control
    • Invitation Process
    • Open Enrollment Process
  • Supplier Maintenance
  • SupplierExpress with SAP
    • Vendor Partnering
    • SAP Invoice Types
    • SAP Payment Types
• Installation
  • Installation Planning
    • Minimum SupplierExpress Agent Requirements
    • Minimum MarkView Integration Requirements
    • Implementation Process
    • Upgrade Planning
  • Pre-installation Tasks
    • Oracle Pre-installation Tasks
    • SAP Pre-installation Tasks
      • Making sapjco.jar Files Available for UNIX
      • Making sapjco.jar Files Available for Windows
    • Preparing to Install
  • Installing the Software
    • Integrating with MarkView
      • Integrating with an Oracle ERP
      • Integrating with an SAP ERP
    • Integrating with Kofax Capture
    • Integrating with Direct ERP
  • Post-Installation Tasks
    • Importing SAP Transports
      • Importing Transport Files
      • Adding Database Indexes to Enhance Performance
      • Regenerating Transports with SAP Load Generator
    • Starting and Stopping the Agent on UNIX
      • Starting the Agent as a Service
      • Starting the Agent as a Background Process
      • Stopping the Agent Service
      • Stopping the Agent Background Process
      • Restarting the Agent Service
    • Starting and Stopping the Agent on Windows
      • Starting the Agent as a Service
      • Stopping the Agent Service
      • Restarting the Agent Service
    • Encrypting Passwords (Optional)
      • Encrypting Passwords in the Properties File
      • Encrypting Changed Passwords
    • Creating a Suspense GL Account for Sites Using Oracle
      • Integrating with MarkView Versions 6.5 and Above
      • Integrating with MarkView Versions 6.4 and Earlier
  • Verifying the Installation
  • Activating SupplierExpress
  • Changing Passwords
• Recruiting Suppliers
  • Best Practices for Supplier Interaction
    • Contact with Suppliers
    • Contact with AR Teams
    • Customer Service Inquiries
    • Dispute Resolution through Messaging
    • Account Maintenance
  • Planning a Recruitment Strategy
  • Open Enrollment Samples
    • Script for Service Representatives
    • Invitation to Send through Email
    • Invitation to Send through Standard Mail
    • Note to Include with Payments
    • Reminder for Non-Respondents
    • Confirmation Message
    • Message for Internal Communication
• Configuring SupplierExpress
  • Accessing SupplierExpress
  • Configuring Company Settings
    • General Settings
  • Entering SAP Information
  • Setting Up Open Enrollment
  • Setting SupplierExpress Access for MarkView Groups
  • Setting Up Invoice Submission
    • Enabling Invoice Submission for MarkView Integrations
      • Enabling Non-PO Invoice Submission
      • Enabling PO Invoice Submission
      • Enabling Standard Invoice Submission
    • Enabling Invoice Submission for Direct ERP Integrations
      • Enabling Standard Invoice Submission
      • Enabling Non-PO Invoice Submission
      • Enabling PO Invoice Submission
    • Enabling Kofax e-Transactions Invoice Submission
  • Adding Invoice Approvers
  • Setting System Options
  • Adding Personal Settings
• Using SupplierExpress
  • Working with Users in Your Company
    • Inviting Users from Your Company
    • Maintaining User Settings
  • Inviting Users from Your Supplier Companies
    • Disabling a Contact or Cancelling an Invitation
    • Responding to Registration Requests
      • Using Text to Search
      • Using Time Criteria to Search
      • Accepting Requests
      • Rejecting Requests
    • Viewing Invitations
  • Maintaining Supplier Settings
  • Viewing Invoice Information
    • Viewing Invoices
    • Viewing Payments
    • Viewing Purchase Orders
  • Viewing Usage Reports
  • Using the Correspondence Feature
    • Responding to Supplier Correspondence
  • Creating Announcements to Display to Suppliers
• What the Supplier Sees
  • Supplier Response to Open Enrollment
  • Supplier Response to an Invitation
  • How Suppliers Use Features
• Silent-Mode Installation
  • Editing preliminary_interview.properties
  • Starting the Silent Installer
• Testing SupplierExpress
  • Completing Pre-Testing Tasks
  • Mapping Suppliers and Email Addresses
  • Testing
• Problem Solving
  • Log In Issues
  • SupplierExpress Stopped Working after an Upgrade or Reinstallation
  • Supplier Cannot Upload PDFs
  • Querying More than 1000 Items
• Third-Party License Agreements
• Index