Learning Cloud

Course Details

Process Director Accounts Payable User

Course/Exam Description

Course Title: Process Director Accounts Payable User
Skill Level: Introductory

 

Description: Process Director manages accounts payable automation for SAP. Reduce costs, improve productivity, and eliminate paper invoices from your AP process. This training will provide you with the knowledge and skills necessary to effectively use Process Director Accounts Payable 7.11 within SAP. Participants will learn about the purpose and benefits of the application and will be able to perform basic functions using both the toolbar and keyboard shortcuts. They will also gain an understanding of how to locate documents using search criteria and will learn about the role and purpose of Work Cycle in the Accounts Payable workflow. This introductory course is designed to provide a solid foundation for users who are new to the software or who want to refresh their skills.

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

  • Understanding the purpose and benefits of the Kofax Process Director Accounts Payable 7.11 application within SAP.
  • Be able to perform basic functions from the toolbar and keyboard shortcuts.
  • Be able to locate documents utilizing search criteria
  • Understand the role and purpose of Work Cycle in the Accounts Payable workflow.

Methodology: The training is delivered using interactive lessons and videos covering theory and step-by-step instructions

Audience:  Accounts payable business users and clerk who require onboarding to Process Director Accounts Payable.

Prerequisites: A basic understanding of an AP Process

Course Access: 365 days from enrollment date

Training Components

Click on the course topics below to learn more.

The Introduction to Process Director Accounts Payable™ 7.11 Learning component is designed to help Accounts Payable users become familiar with the Process Director Accounts Payable 7.11 software and its integration with the SAP ERP. The learning path provides resources to assist new users in navigating the software and understanding its terminology.

Upon completing this learning component and passing a skill exam with a score of 80% or higher, users will receive a Process Director Explorer badge indicating their mastery of accessing the application, understanding its terminology, key tasks, and the benefits it provides in accounts payable automation.

Modules within the Learning Path include:

  • Overview | What is Process Director 7.11 Accounts Payable™ 
  • Case Study | Our People Or Workflow 
  • Explore | Process Director Accounts Payable™ Interface 
  • Practice | Expand Your Knowledge 

Product Version: 7.11

Audience: New and potential users of the system

Time to complete: 170 minutes


Training component modules and exams
  • What is Process Director 7.11 Accounts Payable™    [30 Minutes]
  • Explore | Process Director 7.11 Accounts Payable™ Interface   [10 Minutes]
  • Case Study | Our People Our Workflow   [10 Minutes]
  • Practice | Expand Your Knowledge   [120 Minutes]
  • Process Director 7.11 Explorer Skill Exam

The Process Director Accounts Payable™ 7.11 Document Details View Learning Component is designed to help Accounts Payable users locate and review documents transferred to Process Director.

Upon completing the learning component and passing a skill exam with a score of 80% or higher, users will receive a Basic Usage skill badge indicating their mastery of leveraging search criteria to locate documents and research their current status and location.

modules within the Learning Path include:

  • Overview |Document Overview List
  • Case Study | Working with Document Overview list 
  • Practice | Expand Your Knowledge Document Overview list 

Product Version: 7.11

Audience: Accounts Payable staff

Time to Complete: 65 minutes


Training component modules and exams
  • Overview | Document Overview List    [10 Minutes]
  • Case Study | Working with Document Overview list    [15 Minutes]
  • Practice | Expand your Knowledge Document Overview List    [40 Minutes]
  • Process Director 7.11 Basic Usage Skill Exam

The Process Director Accounts Payable™ 7.11 Work Cycle Basics Learning component is designed to help Accounts Payable approvers become familiar with Work Cycle. The learning path provides resources to assist approvers in completing the work cycle tasks and researching current document status in the workflow component of Process Director.

Upon completing this learning component and passing a skill exam with a score of 80% or higher, users will receive a Process Director Approval Process skill badge indicating their mastery of navigating work cycle, taking action on assigned tasks, and approving, rejecting, and querying.

  • Work Cycle Overview
  • Working with Work Cycle
  • Expand your knowledge Work Cycle

Modules within the Learning Path include:

  • Overview | Work Cycle 
  • Case Study | Working with Work Cycle 
  • Practice | Expand Your Knowledge Work Cycle 

Product Version: 7.11

Audience: New and potential users of the system

Time to Complete: 120 minutes


Training component modules and exams
  • Overview | Work Cycle    [15 Minutes]
  • Case Study| Working with Work Cycle    [10 Minutes]
  • Practice| Expand your Knowledge Work Cycle   [30 Minutes]
  • Practice| Expand your Knowledge Work Flow Actions   [30 Minutes]
  • Process Director 7.11 Approval Process Skill Exam

The Process Director Accounts Payable™ 7.11 Work Cycle Tasks Learning component is designed to assist approvers with processing common tasks performed in Work Cycle. The learning path includes topics on processing work cycle items, handling due dates, assigning substitutes, and creating a goods receipt.

Upon completing this learning component and passing a skill exam with a score of 80% or higher, users will receive a Process Director Advanced skill badge indicating their mastery of performing work cycle tasks.

Modules within the Learning Path include:

  • Work Cycle Tasks| Processing a Workflow
  • Work Cycle Tasks| Due Dates
  • Work Cycle Tasks | Maintaining a Substitute
  • Work Cycle Tasks | Goods Receipts

Product Version: 7.11

Audience: Work Cycle approvers and data warehouse operators


Training component modules and exams
  • Work Cycle Tasks| Processing a Workflow   [30 Minutes]
  • Work Cycle Tasks| Due Dates   [13 Minutes]
  • Work Cycle Tasks| Maintaining a Substitute   [25 Minutes]
  • Work Cycle Tasks| Goods Receipts   [20 Minutes]
  • Process Director 7.11 Advanced Usage Skill Exam

Enrollment Options

Log in or create an account and then click 'Purchase' to see your enrollment options and any applicable discounts.
NameDuration/DatesPriceLink
Process Director Accounts Payable User Perpetual FREE

Badges

Click on a badge to view its details

Certifications

Associated Courses / Exams