Kofax TotalAgility AP Automation - Manual (Page 24)

Functional Demo Script
24 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
Note the following:
▪ The complete activity button is disabled due to open outstanding actions against the
invoice case.
▪ Number of Outstanding actions against the invoice is also visible on the work queue.
Complete Comment Request Action
1 From the Kofax TotalAgility Workspace, Open the Accounts Payable Work Queue
logging in as the resource assigned the action.
2 Take the Outstanding Action activity.
3 Enter a Comment .
4 Complete the Outstanding Action activity.
Outstanding Action History and Override Actions
1 From the Kofax TotalAgility Workspace, Open the Accounts Payable Work Queue.
2 Take the same Media Validation Review activity.
3 Click Outstanding Action(s) History.
4 Select an open action.
5 Enter an override reason.
6 Click Override Action.
7 Override any other open outstanding actions.
Note the following:
▪ Open Action table.
▪ Overridden Action table.
▪ Closed Action table – this is the action just completed.
▪ Actions are automatically overridden when they become overdue.
8 Click the Return to Process Task button to close the Outstanding Action(s) History
popup.
Note The Activity Complete button is enabled as there are no outstanding actions.
Non-PO Coding Review
If you complete the Validation Review for a Non-PO invoice without adding coding a review
activity will be given to the coding group until the coding is added.
1 From the Kofax TotalAgility Workspace, Open the Accounts Payable Work Queue,
logging in as a member of the Coding Review Group.
2 Take the HAL Validation Coding activity.
3 Click Show Coding button.
4 Select the invoice line to add coding to.
5 Select a Line Type from the drop-down.
6 Click the Account Code button.