Kofax TotalAgility AP Automation Instrukcja Użytkownika Pobierz pdf (Strona 17)

Functional Demo Script

Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide

Import documents (replace VAT documents mentioned in the demo script):

▪ <deploy Location>\DemoDocuments\SalesTax Invoices

\02.01.MultiInvoiceDocument.tif

▪ <deploy Location>\DemoDocuments\SalesTax Invoices \02.02.StraightThrough.tif

Resources and Workspace Logon URL

The Functional Demo has been setup to use the following resources.

Group Resources

Accounts Payable Group Olga Powers (Username = opowers)

AP Admin Group Brian Lock (Username = block)

AP ERP Exceptions Group Ciaran Link (Username = clink)

AP Exceptions Group Derek Plank (Username = dplank)

Coding Review Group Ben Collins (Username = bcollins)

Freight Review Group

▪ Natalie Prank (Username = nprank)

▪ Gerry Parker (Username = gparker)

Invoice Review Group

▪ Natalie Prank (Username = nprank)

▪ Hannah Trotter (Username = htrotter)

PurchaseOrder Buyer Jane Pike (Username = jpike)

Purchasing Group Kaythrn Tate(Username = ktate)

QA Review Group

▪ Natalie Prank (Username = nprank)

▪ Lionel Blair(Username = lblair)

Supervisors

▪ John Steel (Username = jsteel)

▪ Max Power (Username = mpower)

▪ Sammy Davies (Username = sdavies)

▪ Tony Hork (Username = thork)

Supplier Maintenance Group Mike Wood (Username = mwood)

Tax Review Group Natalie Prank (Username = nprank)

Validation Review Group Olga Powers (Username = opowers)

To be able to take all activities and complete the demo as the same resource, add a valid

Kofax TotalAgility resource to all the groups.

Resources can be edited using the designer.

In TotalAgility, on the Home page, click Resources > Resource.

Resource Extensions are used in AP to control the process flow:

▪ Authorization approval level

▪ Next Approver

▪ Currency

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Kofax TotalAgility AP Automation Instrukcja Użytkownika Strona 17