Course Title: Invoice Processing Agility 1.1 Training and Certification
Course ID:  OD-KTA-IPA-011
Duration: 32 Hours
List Price: $3500 USD  (Add to cart to view applicable discounts)
Skill Level: Intermediate
Course P/N: TR-1200-0383V

Pre-requisite Software: Please note that TotalAgility is designed to run on a server operating system. Further pre-requisite software includes IIS and SQL Server. If you are unable to source the pre-requisite software, you can purchase the hire of a Virtual Machine (VM) that includes the pre-requisite software from our store. A VM is not included when this course is purchased.

Methodology: Illustrated lecture and discussion, demonstrations and hands-on lab exercises. Knowledge retention and ability to product documentation will be measured by a 25 question certification examination.

Audience: This course is intended for technical professionals who need to understand how to install, configure and extend Kofax Invoice Processing Agility. 

This is a solution built upon Kofax TotalAgility.

Prerequisites: To maximize the learning experience, it would be beneficial if the student had the following:

• Completion of the Kofax TotalAgility 7 Essentials course
• Basic working knowledge of:
  • SQL databases
  • Microsoft Internet Information Services (IIS) Manager
  • Programming language (e.g. C#)

Objectives: Upon completion of this course, students will be able to:

• Understand server pre-requisites before installing IP Agility
• Understand and install the various components of IP Agility
• Install AP Agility Components to work with IP Agility and the ERP Agnostic Connector
• Configure Ingestion paths
• Configure Master Vendor Table
• Access Solution Configuration Manager (SCM) and basic settings
• Configure Export options
• Configure Invoice Number lookup and examine Online Learning
• Configure Company Code Extraction
• Configure PO Number lookup
• Understand Line Pairing, Line Pairing Correction and 3-way Matching
• Understand how to handle Miscellaneous Charges
• Understand Invalid Reasons when to use them
• Consider Upgrade scenarios and Customizations
• Configure the system to handle Intercompany Invoices
• Configure Units of Measure
• Configure Tax settings
• Configure VAT Compliancy checks
• Configure Currencies
• Understand Exception Handling functionality
• Understand Electronic Invoice capabilities and configuration
• Configure Custom Fields
• Understand User Exits, develop an example and test it
• Understand MarkView Integration
• Understand Process Director Integration
• Pass a Certification Examination with a score of 85% or higher