Version: 1.1.0 Administrator's Guide
Kofax Invoice Processing AgilityAdministrator's GuideVersion: 1.1.0Date: 2018-07-30
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Table of ContentsPreface.13Related Documentation. 13Training. 13Getting help for Kofax products. 14Chapter 1: Overview. 15Project configuration. 17Invoice processing solution. 18Document workflow. 18Invoice Processing Agility in an Azure environment.19User management in an Azure environment. 20Invoice Processing Agility export in an Azure environment. 20Chapter 2: Settings. 21Edit the Settings page.24Settings in an Azure environment.24Chapter 3: Solution Configuration Manager. 26Data input controls. 26Sets of settings in tabular format. 27Open the Solution Configuration Manager.29Profiles. 30Profile Settings overview. 30Add a profile for Profile Settings. 31Amount Settings.32Bill-To Settings group.33Company Code. 33Currency Settings. 34Date Settings. 36Document Type Settings. 37Field Settings. 37Invoice Number Settings. 40Invoice Type Settings. 43Line Item Table Settings.44Line Pairing Settings.46Material Number Settings. 56Misc Charge Settings group.573
Kofax Invoice Processing Agility Administrator's GuidePayment Method Settings. 60PO Number Settings.60Profile Settings.64SAP Configuration. 64Tax Settings. 69Unit Of Measure Settings group.75Vendor Settings.77Global Settings overview.78ASE Database Settings. 79Country Settings. 80Currency Settings. 81Custom Extraction Profiles. 82Custom Settings.87Database Connection Settings. 88Document Type Formats. 89Error Message Settings. 89General Settings. 89Import Settings.90Information Messages.91Invalid Reasons. 92Partition Settings.93Stored Procedure Settings. 95Substitution Rules. 95Tolerance Settings. 96User Management. 96Export Settings overview.97Add a profile for Export Settings.98Export Mapping.99Export Options. 104Client Settings overview. 110Client Settings.110Add a client.112Instruction Settings overview.112Add a profile for Instruction Settings.113Instructions Profile Settings. 113Project configuration packets. 114Export a project configuration packet.114Import a project configuration packet. 1144
Kofax Invoice Processing Agility Administrator's GuideSettings excluded from standard migration packets. 115Chapter 4: User authorization.116When a session times out. 116Resource Groups.117Resource Group permissions.118Clients and Client Groups. 118Manage users via the Solution Configuration Manager.119Add a user entry.121Copy a user entry.122Delete a user entry.122Manage users via Kofax TotalAgility. 123Manage resource groups via Kofax TotalAgility. 124Chapter 5: Custom scripts and User Exit overview.125Custom scripts in Transformation Designer. 125Implement User Exit assemblies.126Install User Exit assembly to GAC. 127User Exits. rnatePayeeValidate. 128AmountMiscPostEvaluate. 128CellTextFormatting. 129CheckBankAccount. 129CompanyCodeValidate.129CreateSAPDocument. 130CSVFile. 130CSVFileLine. 130CustomExport.131DBHeaderExport. 131DeliveryDateValidate. 132DocumentTypeValidate. 132DocumentValidate. 132DueDateValidate. 133EditDocumentWebLink.133EmployeeIDValidate. 133ExportFailure. 133ExportSuccess. 134FilterEmployeeSearch. 1345
Kofax Invoice Processing Agility Administrator's InvoiceNumberValidate. 135LinePairingPOs. 135MexicanUUIDValidate. 135OCRXMLOutput. 136PONumberPostEvaluate. t. 137PostClassify.137PostExtract. 137PostLinePairing. 137POValidateStart.138POVendorValidate. 138PreLinePairing.138PreMaterialLinePairing. 139ReadPurchaseOrder. 139ReadSAPAccountAssignment. 140ReadVendorAddress. nditions. 141SAPPostingFailure. 142SAPPostingRetry.143SendToSAPProcessDirector. 144SetEntrySheetNumber. 144SetReferenceForEntrySheet. 145SetSAPPassword. 145SetTolerance. 145SetVendorCountry. 146TextFieldFormatting.146ValueCheck. 146VoidDocumentExport.146XMLOutput. 147Project data structures. 147LineData structure.1486
Kofax Invoice Processing Agility Administrator's GuidePOKey structure.150TaxData structure.151Address structure.151Tolerance structure. 154Flags structure. 154AccountingData structure.155ClientData structure. 157CountryData structure.157FieldSettings structure. 158WithholdingTax data structure. 159API overview.160Project context. 160API logs.160Configuration access. 160Database access. 161SAP access.162API troubleshooting. 162Chapter 6: Document ingestion.163Scan form for documents.163Email document ingestion. 164File system ingestion.165Image type and resolution conversion. 167Image rendition. 168Add image rendition.168Chapter 7: Project fields. 169Account Number. 169Alternate Payee. 169Bank Account / Bank Account Code.169BIC. 170Bill-To Name. 170Company Code.171Currency Field. 171Custom Fields.172Delivery Date. 172Delivery Note. 173Discount. 173Document Type.173Due Date.1747
Kofax Invoice Processing Agility Administrator's GuideEmployee ID. 174Employee Name. 174Exchange Rate / Local VAT Amount. 175Freight Amount. 175Harmonized Sales Tax. 176IBAN.176ICMS Tax Amount. 176Invalid Reason. 177Invoice Code CN. 180Invoice Date.181Invoice Number.182Invoice Type.182Withholding Tax Amount / ISR Retention (Mexico).183Line Item Detail. 184Mexican UUID Number. 186Misc. Amount. 186Net Amount 1. 187Password CN.188Payment Order Reference Number / Subscriber Number. 188Payment Reference. 188PO Extension.189PO Type.189Provincial Sales Tax. 190Purchase Order Number. 190Tax Amount 1. 191Tax Fields.192Total.193Vendor ID / Site ID / Internal Vendor ID. 193Vendor VAT Registration Number / Bill-To VAT Registration Number.194Your Ref. 195Chapter 8: Project and field configurations.196A
Jul 30, 2018 · The Kofax Invoice Processing Agility Installation Guide provides instructions for installing Invoice Processing Agility and integrating it with Kofax TotalAgility. Help for Kofax Invoice Processing Agility Sol
Directory and Resource Administrator, Directory Security Administrator, Domain Migration Administrator, Exchange Administrator, File Security Administrator, Group Policy Administrator, Group Policy Guardian, Group Policy Suite, IntelliPolic y, . Example Script: Populating Active Directory from a Data Source .143 Using Data Modeling .
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The Administrator 3 THE ADMINISTRATOR The Administrator provides an overall view of various parameters relating to your installation of BOSaNOVA Secure. The Administrator also enables you to run certain administrative procedures. Opening the Administrator To open the Admi
New users are assigned a Teacher role by default. The Organization Administrator can assign other users the roles of Organization Administrator, Panel Administrator, and Site Manager. An Organization Administrator has access to both Panel Management and User Management, while a Panel Administrator only has access to Panel Management.
A Helix Server administrator does not require root-level access, so a Helix Server administrator is not necessarily a system administrator. Use this Guide with the P4 Command Reference. For distributed servers, proxies, and brokers, see Helix Core Server Administrator Guide: Multi-Site Deployment Feedback
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An Agency Administrator User Account has been created for your agency with the roles Staff Administrator and SSRS Cross Agency Reader. With these roles, the agency administrator can create/manage staff members, run reports and troubleshoot service entry issues with your staff. For additional Agency Administrator Accounts or to inactivate an .
Secure Lockdown must run under an administrator account (the logged in user must have administrator privileges). Secure Lockdown cannot “Run as administrator” under a Standard User account. Note: Secure Lockdown, when enabled, effectively converts the administrator account into a highly restricted Standard User account. In addition, it .
