Steps to request a reconfiguration or a temporary license for ReadSoft Process Director
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Question:
How to request a reconfiguration or a temporary license for ReadSoft Process Director?
Answer:
1. Download and Fill a template request
- For volume reconfiguration. Fill the template "PD Template.xlsx" for requests to move volume from one system to another. The second and third tabs contains instructions how to fill.
- For system reconfiguration. Fill the template "PD License Exchange Request Template.docx" for requests to only change the SAP Installation ID or SAP System ID of a system.
2. Send your request by email
- Request Subject: “PD Reconfig Request - yourCountry – your CompanyName”
- Send to Sales Support:
- For Europe, Middle-East and Africa: send to SSR.EMEA@kofax.com
- For Americas: send to SSR.AMS@kofax.com
- For Asia Pacific: send to SSR.APAC@kofax.com
Notes:
- A valid maintenance contract is required to proceed with any request
- Reconfigurations are subject to fees and are not always possible to execute, depending on the agreement in place
Products this applies to:
- Process Director Capture (PD Capture)
- Process Director for Account Payable (PD AP)
- Process Director for Account Payable & EDI Cockpit Combo
- Process Director Work Cycle (PD WC)
- Process Director Collector
- Process Director EDI Cockpit
- Process Director Mobile Approval/Email Based Approval
- Process Director Info Mail for Process Director
- Process Director Customer Orders (PD SO)
- Process Director Payment Advices / Account Receivable (PD PA)
- Process Director Requisitions (PD PO)
- Process Director Order Confirmation (PD OR)
- Process Director Delivery Notes (PD DN)
- Process Director Payment Approvals (PD PR)
- Process Director Financial Posting (PD FI)
- Process Director Master Data Management (PD MD)
- Process Director Generic Archiving (PD YZ)
- Process Director Invoice Block/Cancel (PD IB)
- Process Director Custom Process (PD YZ)
- Process Director Asset Management (PD ASSET)
- Performance Analytics for Process Director
Last update: July 07, 2021
Keywords: ReadSoft Template PDAP PDSO PD Capture Invoices