Kofax TotalAgility AP Automation Bedienungsanleitung PDF herunterladen (Seite 21)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

From the Kofax TotalAgility Workspace, login as a member of Purchasing Group or

Accounts Payable Group (opowers).

Select Invoice Search from the Accounts Payable navigation.

Search for all invoices setting the filters: Invoice Date From = 11/10/2009. This shows

all Invoice Processes in AP and in ERP.

Search again for invoices with processing status = Closed. This shows the closed

Invoice Processes in AP and all invoices in ERP.

Search for all invoices setting the filters: Invoice Date From = 11/10/2009. This show

all Invoice Processes in AP and in ERP. Any posted AP invoices will also show in ERP

results table

Note the following:

▪ This screen searches for invoices in AP or in ERP using filters.

▪ If the AX Extraction map was manually run, or setup on the scheduler, then any

posted AP invoices will also show in ERP results table.

▪ Selecting the invoice in the either table will redirect to the Invoice Summary screen.

▪ The search / summary will demonstrated further in the next scenarios.

▪ Discuss the Invoice summary screens as required.

Validation Review, Outstanding Actions, Invoice Cancellation

In this scenario we use a sample Non-PO Invoice to demonstrate:

▪ Invoice Validation Failure Review

▪ Invoice State History

▪ Invoice Process History

▪ Creating Invoice Actions

▪ Completing Invoice Actions

▪ Overriding Invoice Actions

▪ Cancelling the Invoice

Validation Review

Workspace.

[Show Accounts Payable Work Queue] Open the Accounts Payable Work Queue.

Take the Media Publishing Validation Review activity.

Confirm fields as required.

Complete the Validation activity.

Note the following:

▪ Supplier, Header, Line and Amount data is available from extraction:

▪ Any data changes will result in revalidation.

▪ Supplier Alternatives

▪ Supplier Fuzzy Search using KSMS

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Kofax TotalAgility AP Automation Bedienungsanleitung Seite 21