Kofax AP Automation 1.0.
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Contents Legal Notice .......................................................................................................................................................................... 2 Overview ............................................................................................................................................................................... 5 Key Features .....................................................................................................................
Contents 4 Kofax AP Automation Release Notes
Chapter 1 Overview The AP Automation Smart Process Application (SPA), built on Kofax TotalAgility, seeks to provide best practice processes in accounts payable that can be built upon by Professional Services and Partners alike. The overall goal is to automate the accounts payable process to allow for efficient and accurate processing of invoices by having the right resources handle the right data at the right time. This project is an SPA incorporating a set of predefined Kofax TotalAgility components.
Overview 6 Kofax AP Automation Release Notes
Chapter 2 Key Features The Accounts Payable processes manage the lifecycle of the invoice document,including: ▪ Capture ▪ Validation ▪ Approval ▪ Post Approval ▪ Post Payment Review ▪ ERP Integration Kofax AP Automation Release Notes 7
Key Features 8 Kofax AP Automation Release Notes
Chapter 3 Important Implementation Notes To ensure successful implementation, be sure to review the information in this section. Product Environment and Installation For environment or installation details, see the KofaxTotalAgilityAPAutomation1.0.0Guide.pdf, which is available in the KofaxTotalAgilityAPAutomation zip file. Posting to AX: Summary of Flow from AP to AX This section summarizes the flow of information from AP to AX.
Important Implementation Notes Unsuccessful Posting Whenever an invoice containing an invalid Company code or Invent Trans Id is posted, the response from AX09/AX12 is to confirm an unsuccessful post.
Important Implementation Notes Currency Code Name TransDate VendorID Invoice Line Detail: Amount Dimension1 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
Important Implementation Notes 12 Kofax AP Automation Release Notes
