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Course Details

AP Agility Solution Developer

Course/Exam Description

Course Title: AP Agility Solution Developer
Course ID and Course P/N: APA-TRN-RSENGV-000
Estimated Completion: Self-paced study 10.5 Hours ● Lab Activities 14 to 20 Hours
Skill Level: Intermediate

Description: This course will prepare the Solution Developer with the knowledge and skills needed to configure, implement, and integrate AP Agility to:
  • Automate invoice extraction, validation, and accounts payable processing, to provide efficient and accurate invoice reconciliation
  • Extend the AP Agility Invoice Processing into Accounts Payable workflow for Invoice Coding, Approvals, Exception handling etc.

Components:

  • AP Agility 2.5 Solution Developer for Invoice Processing
  • AP Agility 2.3 Solution Developer for Accounts Payable (The training content will work with AP Agility 2.5)
  • Analytics for AP Agility (Optional)

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

Invoice Processing

  • Complete the implementation and test of the AP Agility invoice processing solution including:
    • Access AP Agility Workspace and configure Global Settings
    • Configure Export options, an ERP Connection, Invoice Number Validation, Company Code Validation, PO Number Validation, Intercompany Invoices, Units of Measure, Tax settings
    • Create an Organization and associated Business Units
    • Run a Data Import, Test AP Agility and modify Capture Profile Settings
    • Examine Online Learning
    • Understand Line Pairing, Line Pairing Correction and 3-way Matching, handling Miscellaneous Charges. and Exception Handling.
    • Understand Invalid Reasons how to add/modify them
    • Configure VAT Compliancy
    • Configure Upgrade scenarios and Customizations
    • Test AP Agility Invoice Processing workflow

Accounts Payable

  • Complete the implementation and test of the AP Agility accounts payable solution including:
    • Review AP Agility architecture and components required for the Accounts Payable Workflow
    • Create a GL Account Structure
    • Update an Organization to use a GL Account Structure and extend into to Accounts Payable workflow
    • Manage Resources via Business Units and Role Assignment for the various manual activities in the Accounts Payable Workflow
    • Configure an Approval Hierarchy
    • Test Account Payable workflows
    • Examine options for PO and Credit Invoices
    • Examine Email Invoice Approval and Email Notifications
    • Understand the relevant processes for Workflow Customizations and future upgrade considerations
    • Install Analytics for AP Agility and walk through the different dashboards, views and charts
    • Pass a Certification Examination with a score of 85% or higher

Skill Badge: Complete the training and pass the skill exam with an 80% or higher score to earn a skill badge for the IP or AP.

Certification: Become a Certified AP Agility Solution Developer by completing the Invoice Processing and Accounts Payable training and passing a separate certification exam with an 80% or higher score.

Target Audience: Technical personnel who need to know how to implement the AP Agility solution.

Prerequisites: Basic knowledge or experience with TotalAgility is recommended.                

Lab Environment Required: 

  • Invoice Processing training requires a clean TotalAgility system (Cloud or On-premise) with AP Agility installed and configured to meet the prerequisites for the training.
  • Accounts Payable training requires a training environment with all of the labs from the Invoice Processing completed.

Lab environment options:

  • Build your own on-premise or cloud environment. (TotalAgility installation is not covered in this training.)
  • Save the time by renting a lab-ready training environment. (Purchase option available within the course)

Estimated times needed for building a training environment.

Course Access: 365 days from enrollment date.

Enrollment Options

Log in or create an account and then click 'Purchase' to see your enrollment options and any applicable discounts.
NameDuration/DatesPriceLink
AP Agility Solution Developer 365 Days Access $2,707 Log in required

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