Kofax TotalAgility AP Automation - Manual (Page 2)

Contents
2 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
Contents
Legal Notice .......................................................................................................................................................................... 6
Preface ....................................................................................................................................................................................8
Getting Help for Kofax Products ................................................................................................................................. 8
Overview ...........................................................................................................................................................................8
Kofax Products Used ......................................................................................................................................................9
Other Products Used ................................................................................................................................................. 9
Deployment .........................................................................................................................................................................10
Extract the Zip ............................................................................................................................................................... 10
Deploy the Custom Database ..................................................................................................................................... 10
Deploy KSMS .................................................................................................................................................................10
Set Up ODBC ............................................................................................................................................................ 10
Import the KSMS Settings .......................................................................................................................................11
Deploy the AX Web Service ........................................................................................................................................11
AX 2009 ...................................................................................................................................................................... 11
AX 2012 ...................................................................................................................................................................... 11
Deploy the TotalAgility Components ........................................................................................................................12
Resources ....................................................................................................................................................................12
Processes .....................................................................................................................................................................12
Forms .......................................................................................................................................................................... 12
Navigation ................................................................................................................................................................. 13
Images .........................................................................................................................................................................13
Site ...............................................................................................................................................................................13
Server Variables ........................................................................................................................................................13
Global Variables ........................................................................................................................................................14
System Settings: Email .............................................................................................................................................14
Capture Date Formatter .......................................................................................................................................... 14
Web Services ............................................................................................................................................................. 15
Kofax Web Scanning Control .................................................................................................................................15
Functional Demo Script .................................................................................................................................................... 16
VAT vs Sales Tax Demonstrations .............................................................................................................................16
Resources and Workspace Logon URL ..................................................................................................................... 17
AP Business Unit Configuration ................................................................................................................................ 18
Multi-Invoice Capture and Work Queue ..................................................................................................................19
Touchless Invoice Processing and Invoice Search ................................................................................................... 20
Validation Review, Outstanding Actions, Invoice Cancellation ............................................................................21
Validation Review .................................................................................................................................................... 21