Kofax TotalAgility AP Automation Manual de usuario descargar pdf (Pagina 20)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

Import document: <deploy Location>\DemoDocuments\VAT Invoices

\01.01.MultiInvoiceDocument.tif.

Complete the scan activity.

Note the following:

▪ [Show VAT Capture Process] If required, discuss the Separation, Classification,

Extraction, Formatting and Validation options available in Kofax TotalAgility.

▪ Barcode Separation. The MultiInvoiceDocument.tif will be split into individual

invoices, using barcodes. The Invoice Attachments have OCR suppression to

increase performance and reduce page count.

▪ Classification. Scan operators can scan these documents without pre-sorting them

into different classifications, as the documents are automatically classified as

Invoice.

▪ Extraction. The invoice data is automatically extracted during processing.

▪ Formatting. The invoice data is automatically corrected into expected formats.

▪ Validation. The invoice data is automatically validated and flagged for manual

review if required.

▪ [Show Invoice Process] A new Invoice case is created for each invoice. If required,

discuss the invoice process.

▪ [Show AP Work Queue] Validation Activities will be on the Work Queue if there has

been validation errors or confirmation is required.

Touchless Invoice Processing and Invoice Search

Select Scan Invoice VAT from the Accounts Payable navigation.

On the Process tab, Set the Business Unit to “Accounts Payable 2”.

Import document: <deploy Location>\DemoDocuments\VAT Invoices\01.02.HAL

StraightThrough.tif.

From the Kofax TotalAgility Workspace, login as a member of Purchasing Group or

Accounts Payable Group (opowers).

Take the Validation activity from the work queue.

Confirm fields as required.

Complete the Validation activity.

Note the following:

▪ The Invoice data will be extracted with higher confidence once the invoice has been

trained in the system.

▪ Accounts Payable 2 Business Unit has been configured for no PO Approval.

▪ Accounts Payable 2 Business Unit has been configured so that Post Approval

thresholds and sampling require no Post Approval Reviews.

▪ The Invoice is Posted to ERP.

▪ Accounts Payable 2 Business Unit has been configured so that Post Payment

thresholds and sampling require no Post Approval Reviews.

▪ The Invoice Process completes.

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Kofax TotalAgility AP Automation Manual de usuario Pagina 20