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Kofax AP Automation Release Notes

Chapter 3

Important Implementation Notes

To ensure successful implementation, be sure to review the information in this section.

Product Environment and Installation

For environment or installation details, see the

KofaxTotalAgilityAPAutomation1.0.0Guide.pdf, which is available in the

KofaxTotalAgilityAPAutomation zip file.

Posting to AX: Summary of Flow from AP to AX

This section summarizes the flow of information from AP to AX.

Prior to posting, a form letter is created for the purchase order lines, which takes care of

creating the invoice based on the passed-in Invoice Id, PO Id, and Date.

When a batch of line items is passed into the AP X++ workflow to be processed, the existence

of each line item within AX's PO lines repository is verified prior to posting its Received Now

quantity.

The processing of a line item consists of posting its ReceivedNow quantity into an Invoiced

quantity for the respective line item (the ReceivedNow, Invoiced, Received & Delivery

Remainder respectively, will be updated).

The status of the Purchase Order changes from Open Order to Invoiced once all the line item

quantities are fulfilled.

PO Posting

When a PO with line items is created in AX, the following scenarios result in a successful post

of the PO Invoice:

▪ Single Line Invoice to Single Line PO

▪ Single Line Invoice to Single Line PO (partial quantity posted)

▪ Multi Line Invoice to Multi Line PO, where the PO and Invoice have the same number of

lines

▪ Multi Line Invoice to Multi Line PO (partial quantity posted), where the PO and Invoice

have the same number of lines

▪ Multi Line Invoice to Multi Line PO, where PO has more lines than the Invoice

Non PO Posting

When an invoice is posted to AX in the following scenarios, AX responds with a confirmation

of a successful post.

▪ Single line NON-PO Invoice

▪ Multi Line NON-PO Invoice

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