Kofax SupplierExpress User Manual

Page 7

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Contents

Kofax SupplierExpress Administrator's Guide

7

Enabling Kofax e-Transactions Invoice Submission ........................................................................................... 62

Adding Invoice Approvers ..........................................................................................................................................63
Setting System Options ................................................................................................................................................ 64
Adding Personal Settings ............................................................................................................................................ 65

Using SupplierExpress ...................................................................................................................................................... 67

Working with Users in Your Company .................................................................................................................... 67

Inviting Users from Your Company ..................................................................................................................... 67
Maintaining User Settings .......................................................................................................................................68

Inviting Users from Your Supplier Companies ....................................................................................................... 68

Disabling a Contact or Cancelling an Invitation .................................................................................................69
Responding to Registration Requests ................................................................................................................... 69
Viewing Invitations ..................................................................................................................................................70

Maintaining Supplier Settings .....................................................................................................................................71
Viewing Invoice Information ...................................................................................................................................... 71

Viewing Invoices ...................................................................................................................................................... 72
Viewing Payments ....................................................................................................................................................72
Viewing Purchase Orders ....................................................................................................................................... 72

Viewing Usage Reports ................................................................................................................................................73
Using the Correspondence Feature ............................................................................................................................73

Responding to Supplier Correspondence .............................................................................................................74

Creating Announcements to Display to Suppliers ..................................................................................................75

What the Supplier Sees .....................................................................................................................................................77

Supplier Response to Open Enrollment ....................................................................................................................77
Supplier Response to an Invitation ............................................................................................................................77
How Suppliers Use Features .......................................................................................................................................78

Silent-Mode Installation .................................................................................................................................................... 81

Editing preliminary_interview.properties .................................................................................................................81
Starting the Silent Installer .......................................................................................................................................... 82

Testing SupplierExpress ....................................................................................................................................................83

Completing Pre-Testing Tasks .................................................................................................................................... 83
Mapping Suppliers and Email Addresses ................................................................................................................ 83
Testing ............................................................................................................................................................................. 84

Problem Solving ................................................................................................................................................................. 85

Log In Issues ..................................................................................................................................................................85
SupplierExpress Stopped Working after an Upgrade or Reinstallation ...............................................................85
Supplier Cannot Upload PDFs ................................................................................................................................... 85
Querying More than 1000 Items .................................................................................................................................86

Third-Party License Agreements .....................................................................................................................................87
Index .....................................................................................................................................................................................91

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