Kofax TotalAgility AP Automation Instrukcja Użytkownika Pobierz pdf (Strona 2)

Contents

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

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