Kofax TotalAgility AP Automation - Manual (Page 17)

Functional Demo Script
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 17
b Import documents (replace VAT documents mentioned in the demo script):
▪ \DemoDocuments\SalesTax Invoices
\02.01.MultiInvoiceDocument.tif
▪ \DemoDocuments\SalesTax Invoices \02.02.StraightThrough.tif
Resources and Workspace Logon URL
The Functional Demo has been setup to use the following resources.
Group Resources
Accounts Payable Group Olga Powers (Username = opowers)
AP Admin Group Brian Lock (Username = block)
AP ERP Exceptions Group Ciaran Link (Username = clink)
AP Exceptions Group Derek Plank (Username = dplank)
Coding Review Group Ben Collins (Username = bcollins)
Freight Review Group ▪ Natalie Prank (Username = nprank)
▪ Gerry Parker (Username = gparker)
Invoice Review Group ▪ Natalie Prank (Username = nprank)
▪ Hannah Trotter (Username = htrotter)
PurchaseOrder Buyer Jane Pike (Username = jpike)
Purchasing Group Kaythrn Tate(Username = ktate)
QA Review Group ▪ Natalie Prank (Username = nprank)
▪ Lionel Blair(Username = lblair)
Supervisors ▪ John Steel (Username = jsteel)
▪ Max Power (Username = mpower)
▪ Sammy Davies (Username = sdavies)
▪ Tony Hork (Username = thork)
Supplier Maintenance Group Mike Wood (Username = mwood)
Tax Review Group Natalie Prank (Username = nprank)
Validation Review Group Olga Powers (Username = opowers)
1 To be able to take all activities and complete the demo as the same resource, add a valid
Kofax TotalAgility resource to all the groups.
2 Resources can be edited using the designer.
a In TotalAgility, on the Home page, click Resources > Resource.
b Resource Extensions are used in AP to control the process flow:
▪ Authorization approval level
▪ Next Approver
▪ Currency