Accounts Payable Agility 2.1 Training & Certification | OD-APA-APA-021


Course Title: Kofax Accounts Payable Agility 2.1 Training & Certification
Course ID:  OD-APA-APA-021
Duration: 2 Days
Price: $2,500 USD
Skill Level: Intermediate
Course P/N:  TR-1200-0390V

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