Kofax TotalAgility AP Automation - Manual (Page 36)

Configuration
36 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
Accounts Payable Processes
Both the SalesTax and VAT projects follow the same Accounts Payable process and this is
fully configurable and extendible as per the customer requirements.
Configuring the Account Number
This is set in the capture processes to be a default string + a server variable and is
incremented for each new case. This must be customized as the customer requires to ensure
uniqueness.
“INV" + [Case Ref Min Value]
Configuring ERP Integration
The Accounts Payable Smart Process Application is setup to integrate with AX 2009 out of the
box. This can be configured as per customer requirements.
▪ The invoice is validated against the AP_Solutions database.
Extract data from AX 2009 to the AP_Solutions database using the map provided in the
release zip. This can be setup on the scheduler or run as required.
▪ The invoice is posted directly to AX 2009.
Direct Integration
Maps for direct integration (validation and posting) to AX 2009 and AX 2012 are provided
in the release zip. To setup for direct AX Integration, configure the following Processes and
Business rules to use the direct integration web service methods or maps provided.
Type Name Node Names to Change
Business Rule Supplier Check
▪ Check Supplier
▪ Business Rule Check PO
Invoice
Business Rule Supplier Site Check Check Supplier Site
Business Rule Validation_LineItemUnitOfMeasureUnitOfMeasure