Kofax TotalAgility AP Automation - Manual (Page 27)

Functional Demo Script
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 27
Invoice Search/Summary
An Invoice Search screen is provided to enable filtered searching of all Invoice processes. On
selection of an invoice in the table, the user is redirected to the “Invoice Summary” screen.
1 Login as a member of the Purchasing Group or Accounts Payable Group into the Kofax
TotalAgility Workspace, .
2 Select Invoice Search from the Accounts Payable navigation.
3 Search for all invoices using the filters: From Date = 11/10/2009.
4 Click on the HAL Invoice in the AP Results table to see AP Invoice Summary Screen:
▪ Read Only view of the invoice data
▪ Invoice Image
▪ Outstanding Actions history
▪ Invoice State history
▪ Invoice Process History
▪ Supplier Response tab
Note the following:
▪ If you run the AX Extraction map after the invoice is posted, the invoice will also be
returned in the ERP Results table:
1 Search for all invoices without using the filters.
2 Click on the ERP Results table to see ERP Invoice Summary Screen.
3 Search for the invoice using Invoice ID noted earlier in this scenario.
4 Select the invoice in the table. This will redirect to the AP Invoice Summary
screen.
▪ Only Invoice Header and Line data is available.
Enter Supplier Response
When the supplier contacts, the user will search for the invoice and add the supplier response
on the Invoice Summary screen.
1 From the Invoice Summary screen, click Supplier Response.
2 Enter the Supplier Response.
3 Click Add Response.
Note the following:
▪ The supplier response is added to the invoice case as a note.
▪ The Return to Supplier process is notified of the response and completes.
▪ The invoice case is re-activated and so the SLA’s are restarted and the Validation
Review activity is available again on a work queue.
▪ The original user will be able to complete the Validation Review activity.
4 From the Accounts Payable Work Queue, Take the Validation Review activity.
5 Complete the HAL Validation Review activity.