Kofax TotalAgility AP Automation Manual de usuario descargar pdf (Pagina 26)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

Match and update all PO Lines.

Click the Hide PO Search button.

Note the following:

▪ LIMLOC has been used to PO match at extraction

▪ Supplier, Header, Line and Amount data is available from extraction. Any data

changes will result in revalidation.

▪ The user can:

▪ View Invoice State history.

▪ View Invoice Job history.

▪ Create an action against the invoice case:

▪ Route to Purchasing.

▪ Comment Request.

▪ Supplier Maintenance.

▪ Return the invoice to the supplier.

▪ View Outstanding Actions history.

▪ Send an Email.

▪ Cancel the invoice.

▪ Complete the activity.

▪ Cancel the activity.

Create a Return to Supplier Action

In the Validation Review Activity, click Return to Supplier.

On the Return to Supplier popup select Supplier Maintenance from the action drop-

down.

Note the following:

▪ To is defaulted to the supplier contact email from ERP

▪ From is defaulted to the signed on resoucesresources email

Select Send Email

Enter the email subject, the email body comment.

Select a Reason.

Create the Return to Supplier action.

Note the following:

▪ The Validation Review activity is saved.

▪ Only creation of one Return to Supplier action is possible. On creation, the user is

returned to the work queue.

▪ [Show email arriving to Inbox] Email notification is sent to the Supplier with the

invoice attached.

▪ The Return to Supplier process waits for the supplier to respond.

▪ The invoice case is suspended and so the SLA’s are not running and the Validation

Review activity is not available on a work queue until the invoice case is re-activated.

▪ The Invoice can be found using the Invoice Search

▪ The Invoice will be cancelled if the supplier does not respond within SLA

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Kofax TotalAgility AP Automation Manual de usuario Pagina 26

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