Kofax TotalAgility AP Automation Manual de usuario

Kofax TotalAgilityAP Automation1.0.0Kofax TotalAgility APAutomation Guide2013-10-24

Deployment10Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideDeploymentExtract the ZipExtract the KofaxTotalAgilityAccountsPayab

DeploymentKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide11▪ Password = passworddChange the Default Database to AP_Solution.eF

Deployment12Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideaTo get the endpoint click Inbound Ports in the administration area

DeploymentKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide13Navigation1In TotalAgility, on the Home page, click Form Designer.2

Deployment14Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide2In the Accounts Payable category, edit the following variables:▪ A

DeploymentKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide15Web Services1Ensure the AX Web Service has been deployed.2On the Ho

Functional Demo Script16Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideFunctional Demo ScriptThe Kofax Accounts Payable Smart

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide17bImport documents (replace VAT documents mentioned in t

Functional Demo Script18Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideNote These resources can logon to the Kofax TotalAgili

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide19dSet the following to demonstrate straight through proc

Contents2Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideContentsLegal Notice ...

Functional Demo Script20Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide3Import document: <deploy Location>\DemoDocuments

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide213From the Kofax TotalAgility Workspace, login as a memb

Functional Demo Script22Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide▪ The user can:▪ View Invoice State History.▪ View Invo

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide23View Invoice Process HistoryIn the Validation Review Ac

Functional Demo Script24Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideNote the following:▪ The complete activity button is di

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide257On the popup, Select Dimensions and click Set Account

Functional Demo Script26Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide13Match and update all PO Lines.14Click the Hide PO Sea

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide27Invoice Search/SummaryAn Invoice Search screen is provi

Functional Demo Script28Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideInvoice ApprovalAs the invoice is now valid, the Invoic

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide292From the Accounts Payable Work Queue, take the Post Ap

ContentsKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide3Internal / External Email ...

Functional Demo Script30Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuidePost Payment ReviewThe process determines if Post Payme

Functional Demo ScriptKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide31

Configuration32Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideConfigurationThe Accounts Payable Smart Process Application is f

ConfigurationKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide33VAT Invoices (Invoices_VAT)Invoices for VAT regions can be scann

Configuration34Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideSee the following figure for more information.TD Validation1In

ConfigurationKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide35TA FormattingThe formatters has been configured for UK invoice d

Configuration36Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideAccounts Payable ProcessesBoth the SalesTax and VAT projects fol

ConfigurationKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide37Type Name Node Names to ChangeBusiness Rule Validation_CurrencyC

Configuration38Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideNavigation / Theme / HeaderThe SPA is designed to be imported in

ConfigurationKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide39

Contents4Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideNavigation / Theme / Header ...

Abbreviations40Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideAbbreviationsKTA Kofax TotalAgilityLOB Line Of BusinessPRD Produ

AbbreviationsKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide41

Glossary42Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideGlossarySPASmart Process ApplicationERP Account CodeAccount Code is s

GlossaryKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide43

ContentsKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide5

Legal Notice6Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuideLegal Notice© 1997 - 2013 Kofax, 15211 Laguna Canyon Road, Irvine,

Legal NoticeKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide7

Preface8Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation GuidePrefaceThe aim of this document is to provide guidance for adapting the

PrefaceKofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide9alike. The overall goal is to automate the accounts payable process to