Kofax TotalAgility AP Automation - Manual (Page 23)

Functional Demo Script
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 23
View Invoice Process History
In the Validation Review Activity, click Process History.
Note the following:
▪ This is detailed Process history showing all the activities the invoice process has completed.
▪ Can be extended to restrict to manual activities or all activities.
▪ Available on all Invoice screens.
Create A Supplier Maintenance Action
1 In the Validation Review Activity, click Create Action(s).
2 On the Create Action(s) popup select Supplier Maintenance from the action dropdown.
Note the following:
▪ The resource is defaulted to the Supplier Maintenance group.
▪ You can create many actions from this screen.
3 Select the lead time to complete the action.
4 Enter the action description.
5 Create the action.
Create A Route to Purchasing Action
1 On the Create Action(s) popup select Route to Purchasing from the action drop-down.
Note the following:
▪ The resource is defaulted to the Purchasing group
▪ PO Buyer can also be selected
▪ You can create many actions from this screen
2 Select the lead time to complete the action.
3 Enter the action description.
4 Create the action.
Create A Comment Request Action
1 On the Create Action(s) popup select Comment Request from the action drop-down.
Note the following:
▪ The resource drop-down is defaulted to all resources in the Business Unit.
▪ You can create many actions from this screen.
2 Select the resource who should complete the action.
3 Select the lead time to complete the action.
4 Enter the action description.
5 Create the action.
6 Click Return to Process Task button to close the Create Action(s) popup.
7 Cancel the Validation Review Activity.