Version: 1.1.0 Administrator's Guide - Kofax

Kofax Invoice Processing Agility

Administrator's Guide

Version: 1.1.0

Date: 2018-07-30

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are the property of their respective owners. No part of this publication may be reproduced, stored, or

transmitted in any form without the prior written permission of Kofax.

Table of Contents

Preface.........................................................................................................................................................13

Related Documentation.................................................................................................................... 13

Training............................................................................................................................................. 13

Getting help for Kofax products....................................................................................................... 14

Chapter 1: Overview................................................................................................................................. 15

Project configuration......................................................................................................................... 17

Invoice processing solution.............................................................................................................. 18

Document workflow.......................................................................................................................... 18

Invoice Processing Agility in an Azure environment........................................................................19

User management in an Azure environment........................................................................ 20

Invoice Processing Agility export in an Azure environment.................................................. 20

Chapter 2: Settings................................................................................................................................... 21

Edit the Settings page......................................................................................................................24

Settings in an Azure environment....................................................................................................24

Chapter 3: Solution Configuration Manager.......................................................................................... 26

Data input controls........................................................................................................................... 26

Sets of settings in tabular format.......................................................................................... 27

Open the Solution Configuration Manager.......................................................................................29

Profiles.............................................................................................................................................. 30

Profile Settings overview.................................................................................................................. 30

Add a profile for Profile Settings........................................................................................... 31

Amount Settings.....................................................................................................................32

Bill-To Settings group.............................................................................................................33

Company Code...................................................................................................................... 33

Currency Settings.................................................................................................................. 34

Date Settings......................................................................................................................... 36

Document Type Settings....................................................................................................... 37

Field Settings......................................................................................................................... 37

Invoice Number Settings....................................................................................................... 40

Invoice Type Settings............................................................................................................ 43

Line Item Table Settings........................................................................................................44

Line Pairing Settings..............................................................................................................46

Material Number Settings...................................................................................................... 56

Misc Charge Settings group..................................................................................................57

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Kofax Invoice Processing Agility Administrator's Guide

Payment Method Settings..................................................................................................... 60

PO Number Settings..............................................................................................................60

Profile Settings.......................................................................................................................64

SAP Configuration................................................................................................................. 64

Tax Settings........................................................................................................................... 69

Unit Of Measure Settings group............................................................................................75

Vendor Settings......................................................................................................................77

Global Settings overview..................................................................................................................78

ASE Database Settings......................................................................................................... 79

Country Settings.................................................................................................................... 80

Currency Settings.................................................................................................................. 81

Custom Extraction Profiles.................................................................................................... 82

Custom Settings.....................................................................................................................87

Database Connection Settings.............................................................................................. 88

Document Type Formats....................................................................................................... 89

Error Message Settings......................................................................................................... 89

General Settings.................................................................................................................... 89

Import Settings.......................................................................................................................90

Information Messages............................................................................................................91

Invalid Reasons..................................................................................................................... 92

Partition Settings....................................................................................................................93

Stored Procedure Settings.................................................................................................... 95

Substitution Rules.................................................................................................................. 95

Tolerance Settings................................................................................................................. 96

User Management................................................................................................................. 96

Export Settings overview..................................................................................................................97

Add a profile for Export Settings...........................................................................................98

Export Mapping......................................................................................................................99

Export Options..................................................................................................................... 104

Client Settings overview................................................................................................................. 110

Client Settings......................................................................................................................110

Add a client..........................................................................................................................112

Instruction Settings overview..........................................................................................................112

Add a profile for Instruction Settings...................................................................................113

Instructions Profile Settings................................................................................................. 113

Project configuration packets......................................................................................................... 114

Export a project configuration packet..................................................................................114

Import a project configuration packet.................................................................................. 114

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Kofax Invoice Processing Agility Administrator's Guide

Settings excluded from standard migration packets........................................................... 115

Chapter 4: User authorization................................................................................................................116

When a session times out............................................................................................................. 116

Resource Groups............................................................................................................................117

Resource Group permissions.........................................................................................................118

Clients and Client Groups.............................................................................................................. 118

Manage users via the Solution Configuration Manager.................................................................119

Add a user entry..................................................................................................................121

Copy a user entry................................................................................................................122

Delete a user entry..............................................................................................................122

Manage users via Kofax TotalAgility.............................................................................................. 123

Manage resource groups via Kofax TotalAgility.................................................................. 124

Chapter 5: Custom scripts and User Exit overview............................................................................125

Custom scripts in Transformation Designer................................................................................... 125

Implement User Exit assemblies....................................................................................................126

Install User Exit assembly to GAC................................................................................................ 127

User Exits....................................................................................................................................... 127

AbortSAPReadPO................................................................................................................128

AccountNumberValidate.......................................................................................................128

AlternatePayeeValidate........................................................................................................ 128

AmountMiscPostEvaluate.................................................................................................... 128

CellTextFormatting............................................................................................................... 129

CheckBankAccount.............................................................................................................. 129

CompanyCodeValidate.........................................................................................................129

CreateSAPDocument........................................................................................................... 130

CSVFile................................................................................................................................ 130

CSVFileLine......................................................................................................................... 130

CustomExport.......................................................................................................................131

DBHeaderExport.................................................................................................................. 131

DeliveryDateValidate............................................................................................................ 132

DocumentTypeValidate........................................................................................................ 132

DocumentValidate................................................................................................................ 132

DueDateValidate.................................................................................................................. 133

EditDocumentWebLink.........................................................................................................133

EmployeeIDValidate............................................................................................................. 133

ExportFailure........................................................................................................................ 133

ExportSuccess..................................................................................................................... 134

FilterEmployeeSearch.......................................................................................................... 134

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