Kofax Export Connector for ERP 2.4.9 Manual de usuario Pagina 5
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Kofax Export Connector for ERP Administrator's Guide
5
Contents
Preface .................................................................................................................................................................................... 7
User Interface Notes ....................................................................................................................................................... 7
Who Should Read This Guide ......................................................................................................................................7
Related Documentation ..................................................................................................................................................7
Getting Help for Kofax Products ................................................................................................................................. 8
Configuring the Export Connector ................................................................................................................................... 9
Creating and Configuring a Batch Class - Initial Steps ............................................................................................ 9
Creating a Batch Class ...............................................................................................................................................9
Adding a Document Class to the Batch Class .....................................................................................................10
Adding KEC-ERP to the Document Class ........................................................................................................... 11
Making Initial Configuration Settings .................................................................................................................. 11
Adding Index Fields (Optional) .............................................................................................................................13
Configuring a Store Using Barcode with No Index Fields .....................................................................................13
Creating a Barcode Field Type .............................................................................................................................. 13
Configuring KEC-ERP ............................................................................................................................................. 14
Configuring a Store for Subsequent Entry ............................................................................................................... 15
Configuring KEC-ERP ............................................................................................................................................. 15
Customizing Table Data (Optional) ...................................................................................................................... 17
Dynamic Transactions ............................................................................................................................................. 18
Configuring a Store with Customer-Defined Transactions ....................................................................................19
Configuring KEC-ERP ............................................................................................................................................. 19
Configuring a Store using XFT Queue Manager ..................................................................................................... 21
Configuring KEC-ERP ............................................................................................................................................. 21
Store with Barcode .............................................................................................................................................................23
Creating Global Document Types .............................................................................................................................. 23
Creating Workflow Document Types ........................................................................................................................24
Creating Workflow Parameters .................................................................................................................................. 24
Creating Barcode Types ............................................................................................................................................... 25
Creating Barcode Entry ................................................................................................................................................26
Creating a Content Repository Link ..........................................................................................................................27
Creating Objects ............................................................................................................................................................ 27
Store for Subsequent Entry .............................................................................................................................................. 29
Configuring SAP for Release with Image .................................................................................................................29
Creating Global Document Classes .......................................................................................................................30
Creating Business Objects .......................................................................................................................................30
Adding a Transaction Code ................................................................................................................................... 32
- Kofax Export 1
- Connector for ERP 1
- Contents 6
- User Interface Notes 7
- Who Should Read This Guide 7
- Related Documentation 7
- Chapter 1 9
- Creating a Barcode Field Type 13
- Configuring KEC-ERP 14
- Dynamic Transactions 18
- Store with Barcode 23
- Creating Workflow Parameters 24
- Creating Barcode Types 25
- Creating Barcode Entry 26
- Creating Objects 27
- Creating Business Objects 30
- Store for Subsequent Entry 31
- Maintaining Tasks 35
- Checking the Links 42
- Generic Transactions 51
- XFT Queue Manager 56
- PDF Files 58
- MIRO Fields 61
- Supported Index Fields 62
- Passing Document IDs 64
- Disabling Image Release 68
- Troubleshooting 70
- Workflow Test 74
- User Profile Test 75
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