Kofax TotalAgility AP Automation - Manual (Page 29)

Functional Demo Script
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 29
2 From the Accounts Payable Work Queue, take the Post Approval Reject Review activity
for HAL.
3 Select Return to Post Approval and complete the activity.
Post Approval Reviews
The process re-determines which Post Approval reviews are required and which resource
should complete these reviews. Because Sampling has already happened on this job we only
have 2 reviews.
1 Login as a member of the Tax Review Group (nprank)
2 Take and complete the Tax RevieReview” Post Approval activity from the Workqueue
Other reviews are removed formfrom Work Queue
3 Login as a member of the Invoice Review Group (htrotter)
4 Take and complete the Invoice Review Post Approval activity from the Workqueue
Invoice Posted to ERP
Note the following:
▪ The process creates the invoice in ERP
▪ If there are exceptions posting to ERP, the process determines what group the Handle ERP
Exception Activity should be assigned to based on the exception returned.
▪ The process waits for payment notification from ERP
Invoice Paid in ERP
1 Login as any user as this is demo form only.
2 From the Kofax TotalAgility Workspace, Select Simulate Invoice Paid from the Accounts
Payable navigation.
3 Mark the invoice required as Paid
4 Click Simulate Invoice Payment / Cancellation button
Note the following:
▪ This screen is for demonstration purposes only to simulate the payment in ERP
▪ When payment is confirmed an event is raised to alert the Invoice process
▪ A Pre-Condition is then evaluated which moves the process onto the Post Payment
Review
▪ This screen also simulates invoices being closed in ERP if required
▪ If demonstration time allowed,
▪ The invoices could be marked as paid /cancelled in ERP
▪ The AX Extraction maps could then be run to update the DB tables
▪ The ERP Event process map could be setup on the scheduler and this would raise
the event with outwithout the need for the simulation screen.