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Review the ERP import job schedule

Since your ERP master data may change regularly it is necessary to set up a regular schedule to update to the Kofax AP Agility database. The following tables store the master data in Kofax AP Agility.

  • ERP invoices: ERP_INVOICE

  • Payment terms: PAYMENT_TERM

  • Payment terms details: PAYMENT_TERM_DETAIL

  • Vendors: VENDOR_MASTER_DATA, BRWVendorMaster

  • PO headers: PO_HEADER

  • PO lines: PO_LINES

  • GL Segments: GL_SEGMENTS

  • Plants: PLANTS

  • Receipt lines: RECEIPT_LINES

  • Tax Codes: TaxCode

  • Miscellaneous Charge: MiscChargesAccount

  • Unit of Measure Conversions: BRWUOMConversions

  • Employee: BRWEmployeeMaster

  • Cost Center Segments: COST_CENTER_SEGMENTS

  • Work Breakdown Structures: WBS_SEGMENTS

To configure the optimal schedule, consider the amount of the ERP master data. If you have a large amount of the ERP master data and you set the import job schedule to run too often, performance issues may occur.

Configure the job schedule that imports the ERP master data to the Kofax AP Agility database by following these steps:

  1. Log on to TotalAgility Designer as an Administrator.
  2. On the menu, select System > Job schedules.

    A list of job schedules is displayed for the default category.

  3. From the Category list, select AP Agility.

    A list of job schedules is displayed for the AP Agility category.

  4. Click AP Data Import.

    When prompted to lock the process, click Yes.

    The Edit job schedule window is displayed.

  5. In the Schedule group, edit the current settings to meet your needs.

    For more information on job schedules, see the TotalAgility DesignerHelp.

  6. Click Save to save the import job schedule.

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