Kofax TotalAgility AP Automation Manual de usuario descargar pdf (Pagina 24)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

Note the following:

▪ The complete activity button is disabled due to open outstanding actions against the

invoice case.

▪ Number of Outstanding actions against the invoice is also visible on the work queue.

Complete Comment Request Action

From the Kofax TotalAgility Workspace, Open the Accounts Payable Work Queue

logging in as the resource assigned the action.

Take the Outstanding Action activity.

Enter a Comment .

Complete the Outstanding Action activity.

Outstanding Action History and Override Actions

From the Kofax TotalAgility Workspace, Open the Accounts Payable Work Queue.

Take the same Media Validation Review activity.

Click Outstanding Action(s) History.

Select an open action.

Enter an override reason.

Click Override Action.

Override any other open outstanding actions.

Note the following:

▪ Open Action table.

▪ Overridden Action table.

▪ Closed Action table – this is the action just completed.

▪ Actions are automatically overridden when they become overdue.

Click the Return to Process Task button to close the Outstanding Action(s) History

popup.

Note The Activity Complete button is enabled as there are no outstanding actions.

Non-PO Coding Review

If you complete the Validation Review for a Non-PO invoice without adding coding a review

activity will be given to the coding group until the coding is added.

From the Kofax TotalAgility Workspace, Open the Accounts Payable Work Queue,

logging in as a member of the Coding Review Group.

Take the HAL Validation Coding activity.

Click Show Coding button.

Select the invoice line to add coding to.

Select a Line Type from the drop-down.

Click the Account Code button.

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Kofax TotalAgility AP Automation Manual de usuario Pagina 24