Kofax TotalAgility AP Automation Bedienungsanleitung PDF herunterladen (Seite 37)

Configuration

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

Type Name Node Names to Change

Business Rule Validation_Currency

Currency

Business Rule Duplicate Invoice Check

▪ Match all Invoices

▪ Match Invoice Number, Date

and Amount

▪ Match Supplier Number, Date,

Amount

▪ Match S. Number, I. Number

and Amount

▪ Match S. Number, I. Number

and Date

Process (Skin) Post Invoice ERP AX2009

▪ Post PO Invoice

▪ Post Non PO Invoice

Process (Skin) Post Invoice ERP AX2012

▪ Post PO Invoice

▪ Post Non PO Invoice

Process (Skin) Post Invoice ERP SQL Server

▪ Post PO Invoice

▪ Post Non PO Invoice

Process AX Extraction

▪ Extract Vendors

▪ Extract All Open PO Invoices

▪ Extract all Purchase Orders

▪ Extract All Sites

Set Up Customer Specific Activity SLAs

The AP processes can be extended to set up SLAs for each manual activity. To do this, open

the tasks in the process and assign SLA and lead time and task duration.

Handling Escalations (SLAs)

In Kofax TotalAgility, escalations can be added to any activity or process and these are

configurable.

▪ A trigger process could be used if it is required to track escalations or if the customer

requires a more extensive escalation process.

▪ A trigger activity could be created if the customer only requires a single manually activity

for the escalation.

Work Type Definition Fields

Fields that are important to the Accounts Payable process are maintained in the work type:

▪ These are defined on the “Accounts Payable” work type.

▪ New fields can be added as per customer specific requirements.

▪ These fields can be displayed on a custom work queue, from which users take and

complete activities.

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