Kofax TotalAgility AP Automation Manual de usuario descargar pdf (Pagina 13)

Deployment

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

Navigation

In TotalAgility, on the Home page, click Form Designer.

From the Explorer panel, select Navigation.

Open the Workspace menu.

Add a menu item called Accounts Payable.

Add sub-menu items that link to the following forms:

▪ AP Logon – AP Logon Form.form

▪ Workqueue – Accounts Payable WorkqueueworkQueueForm.form

▪ Scan Invoice VAT – Accounts Payable Folder Process VAT_Scan.form

▪ Scan Invoice Sales Tax - Account Payable Folder Process SalesTax_Scan.form

▪ Invoice Search – AP Invoice Search.form

▪ Business Unit Configuration – BusinessUnitConfiguration.form

▪ Sub Type Configuration - Sub Type Configuration.form

▪ External Internal Email - External Internal Email ProcessBuildCNJForm.form

▪ Simulate Invoice Paid - AP Raise Paid Event.form

▪ Extract Data from ERP - Extract Data from ERP.form

Set up Security to AP Search to Purchasing and AP groups.

Images

Copy all images from the folder, <Extract Location>\TotalAgility \Images to the

folder, C:\Program Files\Kofax\TotalAgility\Agility.Server.Web\Forms\Images.

If using Azure, do the following:

Upload images to the available http location.

Update image paths to point to the http location.

Site

In TotalAgility, on the Home page, click Form Designer > Site.

Configure the following site details:

▪ Category: Accounts Payable

▪ Name: Accounts Payable

▪ Header Form: Workspace Header

▪ Horizontal Navigation: Workspace Menu

▪ Vertical Navigation: leave blank

▪ Default Form: leave blank

▪ Theme: TotalAgility Workspace

Click Save.

Server Variables

In TotalAgility, on the Home page, click Data > Server Variables.

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Kofax TotalAgility AP Automation Manual de usuario Pagina 13