Course Title: Kofax Accounts Payable Agility 2.1 Training & Certification
Course ID:  OD-APA-APA-021
Duration: 2 Days
List Price: $2,500 USD (Add to cart to view applicable discounts)
Skill Level: Intermediate
Course P/N:  TR-1200-0390V

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:  End Users, Partners and Kofax employees responsible for the installation, configuration, support and maintenance of a Kofax Accounts Payable 2.1 solution.

Prerequisites: To get the most from this class, trainees should…

• Complete the Kofax TotalAgility 7 Essentials course and certification
• Complete the Kofax Invoice Processing Agility 1.1 course and certification
• Have a basic working knowledge of:
  • SQL databases
  • Microsoft Internet Information Services (IIS) Manager
  • Programming language (e.g. C#)
  • Invoice and Accounts Payable Processing Concepts

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

• Understand server pre-requisites before installing AP Agility
• Understand and install the various components of AP Agility
• Create and Configure Organization and Business Units
• Configure ERP Connections
• Configure Resource Structures for Business Units
• Configure an Approval Hierarchy
• Configure Invoice Processing Agility to pass processed Invoices to AP Agility

• Understand and complete the steps necessary to process invoices through AP Agility for PO and Credit Invoices, Non-PO Invoices, Duplicates, GL Coding Requirements, Exceptions processing, Approvals and Comment Requests
• Configure Email Notifications and Approval
• Understand the relevant processes for Workflow Customization's and future upgrade considerations

• Optionally:
• Configure Invoice Processing Agility to use Database Views from AP Agility for Vendor, Country, Currency, Purchase Order Number and Line Items lookups and Validation
• Configure export to ECM Systems via CMIS (Content Management Interoperability Service)
• Configure Templates and Skins for export where you need to connect to a different ECM system for each Organization
• Pass a Certification Examination