Kofax TotalAgility AP Automation Manual do Utilizador descarregar pdf (Página 29)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

From the Accounts Payable Work Queue, take the Post Approval Reject Review activity

for HAL.

Select Return to Post Approval and complete the activity.

Post Approval Reviews

The process re-determines which Post Approval reviews are required and which resource

should complete these reviews. Because Sampling has already happened on this job we only

have 2 reviews.

Take and complete the Tax RevieReview” Post Approval activity from the Workqueue

Other reviews are removed formfrom Work Queue

Take and complete the Invoice Review Post Approval activity from the Workqueue

Invoice Posted to ERP

Note the following:

▪ The process creates the invoice in ERP

▪ If there are exceptions posting to ERP, the process determines what group the Handle ERP

Exception Activity should be assigned to based on the exception returned.

▪ The process waits for payment notification from ERP

Invoice Paid in ERP

From the Kofax TotalAgility Workspace, Select Simulate Invoice Paid from the Accounts

Payable navigation.

Mark the invoice required as Paid

Click Simulate Invoice Payment / Cancellation button

Note the following:

▪ This screen is for demonstration purposes only to simulate the payment in ERP

▪ When payment is confirmed an event is raised to alert the Invoice process

▪ A Pre-Condition is then evaluated which moves the process onto the Post Payment

Review

▪ This screen also simulates invoices being closed in ERP if required

▪ If demonstration time allowed,

▪ The invoices could be marked as paid /cancelled in ERP

▪ The AX Extraction maps could then be run to update the DB tables

▪ The ERP Event process map could be setup on the scheduler and this would raise

the event with outwithout the need for the simulation screen.

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Kofax TotalAgility AP Automation Manual do Utilizador Página 29