Kofax TotalAgility AP Automation - Manual (Page 21)

Functional Demo Script
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 21
3 From the Kofax TotalAgility Workspace, login as a member of Purchasing Group or
Accounts Payable Group (opowers).
a Select Invoice Search from the Accounts Payable navigation.
b Search for all invoices setting the filters: Invoice Date From = 11/10/2009. This shows
all Invoice Processes in AP and in ERP.
c Search again for invoices with processing status = Closed. This shows the closed
Invoice Processes in AP and all invoices in ERP.
d 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
1 Login as a member of the Validation Review Group (opowers) into Kofax TotalAgility
Workspace.
2 [Show Accounts Payable Work Queue] Open the Accounts Payable Work Queue.
3 Take the Media Publishing Validation Review activity.
4 Confirm fields as required.
5 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