Kofax AP Automation 1.1.
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Contents Overview ............................................................................................................................................................................... 5 Product Environment and Installation Instructions .......................................................................................................7 Upgrading .......................................................................................................................................................
Contents 4 Kofax AP Automation Release Notes
Chapter 1 Overview The AP Automation Smart Process Application (SPA), built on Kofax TotalAgility provides the best practices processes in accounts payable that can be built by Professional Services and Partners alike. It automates the accounts payable processes very efficiently and processes the invoices accurately having the right resources to handle the right data at the right time. This Smart Process Application (SPA) incorporates a set of predefined TotalAgility components.
Overview 6 Kofax AP Automation Release Notes
Chapter 2 Product Environment and Installation Instructions For product environment and installation details, see KofaxTotalAgilityAPAutomation1.1.0Guide.pdf available in the KofaxTotalAgilityAPAutomation and the KofaxTotalAgilityAPAutomationAnalytics zip file. Upgrading Accounts Payable is a framework that is extended by customer requirements; hence there is no upgrade path from AP1.0.0 to AP1.1.0. You can integrate all the features of AP1.1.
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Chapter 3 Implementation Notes Demo Scripts and Configuration Guide For demo scripts and configuration details, see the KofaxTotalAgilityAPAutomation1.1.0Guide.pdf available in the KofaxTotalAgilityAPAutomation and the KofaxTotalAgilityAPAutomationAnalytics zip file. Posting to AX: Summary of Flow from AP to AX This section summarizes the flow of information from AP to AX.
Implementation Notes Unsuccessful Posting When an invoice with an invalid company code or Invent Trans ID is posted, AX09/AX12 confirms the unsuccessful post.
Implementation Notes ▪ Dimension2 ▪ Dimension3 ▪ Dimension4 ▪ LedgerAccountNumber Primary Values Posted - AX2012 NON PO Invoice Header: ▪ Company Code ▪ Approved By ▪ ▪ ▪ ▪ ▪ Company Currency Code Name TransDate VendorID Invoice Line Detail: ▪ Amount ▪ Dimension1 ▪ ▪ ▪ ▪ Dimension2 Dimension3 Dimension4 LedgerAccountNumber Kofax AP Automation Release Notes 11
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Chapter 4 Key Features The Accounts Payable processes manage the life cycle of an invoice document: ▪ Capture ▪ Validation ▪ Approval ▪ Post Approval ▪ Post Payment Review ▪ ERP Integration New Features The new features in AP SPA 1.1.0 include the following: Analytics Analytics provides: ▪ Productivity ▪ Paying Invoice on Time ▪ Removing Bottlenecks ▪ Managing Cash ▪ Managing Suppliers ▪ Compliance Extraction Extracts the payment terms from the invoice.
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Chapter 5 Resolved Issues Site Name Does Not Appear In The Initial Vendor Lookup The Supplier Site does not contain the site name while taking the validation activity. (308717) Supplier Site validation Not Working The Supplier Site validation activity fails since the supplier ID is passed into the business rule field validator instead of supplier site.
Resolved Issues ERPOpenLinePOSearch Does Not Check for Null Values for PO Number or PO Line Number Stored Procedure ERPOpenLinePOSearch does not check for null values for PO Number or PO Line Number. If either parameter is null, the WHERE clause disappears and returns the maximum row count. PO Stored Procedure Displays an Error Open the Validation Review form. Error appears when the PO Matching for the Invoice procedure is selected.
Chapter 6 Known Issues PO Header Has Supplier Name Populated in Description Column The PO Header from the PO Import from AX2012 has the Supplier name populated in Description column. (308719) Some Fields Do Not Appear in The PO Line Items PO Import from AX2012 - PO Line Items missed a number of fields.(308720) Only Valid Business Units Should Be Selected When the Business Unit is changed in the Validation Review form, only valid business units should be selected.
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