Kofax TotalAgility AP Automation Bedienungsanleitung PDF herunterladen (Seite 22)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

▪ The user can:

▪ View Invoice State History.

▪ View Invoice Job History.

▪ Create an action against the invoice case:

▪ Route to Purchasing.

▪ Comment Request.

▪ Supplier Maintenance.

▪ Return the invoice to the supplier.

▪ View Outstanding Actions History.

▪ Send an Email.

▪ Cancel the invoice.

▪ Complete the activity.

▪ Cancel the activity.

Internal / External Email

Note the following:

▪ The demonstrator needs to set their email address to the selected resource to receive the

internal email

▪ The demonstrator needs to set their email address in the Suppliers DB table to receive the

external email

In the Validation Review Activity, click Email.

Select External Email.

Enter Email details and click send.

[Show Emails arriving to Inbox]

Select Internal Email.

Enter Email details and click send.

[Show Emails arriving to Inbox]

Note the following:

▪ Emails are sent with the invoice image as an attachment.

▪ Email body is added to the invoice case notes.

▪ Email functionality is available on all Invoice screens.

View Invoice State History

In the Validation Review Activity, click State History.

Note the following:

▪ This is user friendly invoice history showing the state in which currently the invoice case is.

▪ Also shows approval history

▪ Available on all Invoice screens

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Kofax TotalAgility AP Automation Bedienungsanleitung Seite 22