Course Title: AP Agility Solution Developer
Course ID and Course P/N: APA-TRN-RSENGV-000
Estimated Completion: The course duration tag represents the video and reading time for all course components. Expect to spend 60 hours in the product version guided learning paths to complete the content, labs, and exams through certification.
Skill Level: Intermediate

Description: This course will prepare the Solution Engineer 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 AP Agility into Accounts Payable workflow for Invoice Coding, Approvals, Exception handling etc.

Components:

• AP Agility for Invoice Processing
• AP Agility for Accounts Payable
• Analytics for AP Agility (Optional)

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

Invoice Processing

• Understand server pre-requisites before installing AP Agility
• Understand and install the various components of AP Agility including the ERP Agnostic Connector
• Configure Resources and Import Settings
• Access AP Agility Workspace and configure Global Settings
• Configure Export options
• Configure an ERP Connection, Create an Organization and associated Business Units
• Run a Data Import, Test AP Agility and modify Capture Profile Settings
• Configure Invoice Number Validation
• Examine Online Learning
• Configure Company Code Validation
• Configure PO Number Validation
• Understand Line Pairing, Line Pairing Correction and 3-way Matching
• Understand how to handle Miscellaneous Charges
• Understand Invalid Reasons and know how to add/modify them
• Configure the system to handle Intercompany Invoices
• Configure Units of Measure
• Configure Tax settings
• Consider VAT Compliancy
• Understand Exception Handling functionality
• Consider Upgrade scenarios and Customizations
• (Optional) Understand User Exits and how to code them
• (Optional) Understand Electronic Invoice capabilities and configuration
• Pass a Certification Examination with a score of 85% or higher

Accounts Payable

• 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 for:
  • Non-PO Invoices
  • Duplicates
  • GL Coding Requirements
  • Exceptions processing
  • Approvals and Comment Requests
  • 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
• Optional topics include:
  • Configure Templates and Skins for export where you need to connect to a different ECM system for each Organization
  • Configure export to ECM Systems via CMIS (Content Management Interoperability Service)
• Pass a Certification Examination with a score of 85% or higher

Methodology: Illustrated lecture, demonstrations, and hands-on lab exercises. Knowledge retention and ability to understand product documentation will be measured by a 50 question certification examination at the end of each training component.

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

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

• • Completion of the AP Agility 2.3 for Invoice Processing Course and Certification
  • Basic working knowledge of:
    • SQL databases
    • Microsoft Internet Information Services (IIS) Manager
    • Invoice and Accounts Payable Processing Concepts

Course Access: 365 days from enrollment date