Kofax TotalAgility AP Automation - Manual (Page 37)

Configuration
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 37
Type Name Node Names to Change
Business Rule Validation_Currency Currency
Business Rule Duplicate Invoice Check
▪ Match all Invoices
▪ Match Invoice Number, Date
and Amount
▪ Match Supplier Number, Date,
Amount
▪ Match S. Number, I. Number
and Amount
▪ Match S. Number, I. Number
and Date
Process (Skin) Post Invoice ERP AX2009
▪ Post PO Invoice
▪ Post Non PO Invoice
Process (Skin) Post Invoice ERP AX2012
▪ Post PO Invoice
▪ Post Non PO Invoice
Process (Skin) Post Invoice ERP SQL Server
▪ Post PO Invoice
▪ Post Non PO Invoice
Process AX Extraction
▪ Extract Vendors
▪ Extract All Open PO Invoices
▪ Extract all Purchase Orders
▪ Extract All Sites
Set Up Customer Specific Activity SLAs
The AP processes can be extended to set up SLAs for each manual activity. To do this, open
the tasks in the process and assign SLA and lead time and task duration.
Handling Escalations (SLAs)
In Kofax TotalAgility, escalations can be added to any activity or process and these are
configurable.
▪ A trigger process could be used if it is required to track escalations or if the customer
requires a more extensive escalation process.
▪ A trigger activity could be created if the customer only requires a single manually activity
for the escalation.
Work Type Definition Fields
Fields that are important to the Accounts Payable process are maintained in the work type:
▪ These are defined on the “Accounts Payable” work type.
▪ New fields can be added as per customer specific requirements.
▪ These fields can be displayed on a custom work queue, from which users take and
complete activities.