Kofax TotalAgility AP Automation - Manual (Page 3)

Contents
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 3
Internal / External Email ........................................................................................................................................22
View Invoice State History .....................................................................................................................................22
View Invoice Process History ................................................................................................................................ 23
Create A Supplier Maintenance Action ................................................................................................................23
Create A Route to Purchasing Action ...................................................................................................................23
Create A Comment Request Action ......................................................................................................................23
Complete Comment Request Action .....................................................................................................................24
Outstanding Action History and Override Actions ........................................................................................... 24
Non-PO Coding Review ..........................................................................................................................................24
Cancel Invoice ...........................................................................................................................................................25
Validation Review, Return to Supplier, Approval, Reviews ................................................................................. 25
Validation Review and PO Matching ................................................................................................................... 25
Create a Return to Supplier Action .......................................................................................................................26
Invoice Search/Summary ........................................................................................................................................27
Enter Supplier Response ......................................................................................................................................... 27
Invoice Approval ......................................................................................................................................................28
Additional Approval ................................................................................................................................................28
Post Approval Reviews and Rejection ..................................................................................................................28
Post Approval Rejection Review ........................................................................................................................... 28
Post Approval Reviews ...........................................................................................................................................29
Invoice Posted to ERP ............................................................................................................................................. 29
Invoice Paid in ERP ................................................................................................................................................. 29
Post Payment Review .............................................................................................................................................. 30
Invoice Process Completes ......................................................................................................................................30
Configuration ......................................................................................................................................................................32
Resources ........................................................................................................................................................................ 32
Capture Using Other Kofax Products ....................................................................................................................... 32
Business Units and Subtypes ...................................................................................................................................... 32
US Invoices (Invoices_SalesTax) .................................................................................................................................32
VAT Invoices (Invoices_VAT) .....................................................................................................................................33
Configuring Fiscal Area and Localization ........................................................................................................... 33
Separation, Classification, Extraction, Formatting and Validation ....................................................................... 35
KSMS ............................................................................................................................................................................... 35
Accounts Payable Processes ........................................................................................................................................ 36
Configuring the Account Number ............................................................................................................................. 36
Configuring ERP Integration .......................................................................................................................................36
Direct Integration ..................................................................................................................................................... 36
Set Up Customer Specific Activity SLAs .................................................................................................................. 37
Handling Escalations (SLAs) .......................................................................................................................................37
Work Type Definition Fields .......................................................................................................................................37