Kofax AP Automation User Manual

Kofax AP

Automation

1.1.0

Release Notes

2014-03-27

is subject to license terms.

Third-party software is copyrighted and licensed from Kofax’s suppliers.

This product is protected by U.S. Patent No. 6,370,277.

THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX.

Kofax, the Kofax logo, Kofax Capture, the Kofax Capture Logo, Ascent Capture, the Ascent Capture logo, and Ascent are trademarks or registered trademarks of Kofax, in the U.S. and other countries. All other trademarks are the trademarks or registered trademarks of their respective owners.

U.S. Government Rights Commercial software. Government users are subject to the Kofax, standard license agreement and applicable provisions of the FAR and its supplements.

You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country.

DOCUMENTATION IS PROVIDED “AS IS” AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID.

Overview ............................................................................................................................................................................... 5

Product Environment and Installation Instructions .......................................................................................................7

Upgrading .........................................................................................................................................................................7

Implementation Notes .........................................................................................................................................................9

Demo Scripts and Configuration Guide ......................................................................................................................9

Posting to AX: Summary of Flow from AP to AX .................................................................................................... 9

PO Posting ................................................................................................................................................................... 9

Non PO Posting ..........................................................................................................................................................9

Unsuccessful Posting ............................................................................................................................................... 10

Key Features ....................................................................................................................................................................... 13

New Features ................................................................................................................................................................. 13

Resolved Issues ...................................................................................................................................................................15

Site Name Does Not Appear In The Initial Vendor Lookup .................................................................................15

Supplier Site validation Not Working ....................................................................................................................... 15

Search Functionality Does Not Work When Validation Is Set to Yes .................................................................. 15

SP ERP OpenLine PO Search Does Not Display the Columns in Order ............................................................. 15

Cannot Change DB Connections in Business Unit Config - UpdateBU_Table Action ....................................... 15

The PO Line Items Are Not Displayed .....................................................................................................................15

InvoiceSalesTax_Validation Form Displays an Error ..............................................................................................15

ERPOpenLinePOSearch Does Not Check for Null Values for PO Number or PO Line Number ..................... 16

PO Stored Procedure Displays an Error ................................................................................................................... 16

Known Issues ......................................................................................................................................................................17

PO Header Has Supplier Name Populated in Description Column .....................................................................17

Some Fields Do Not Appear in The PO Line Items ................................................................................................ 17

Only Valid Business Units Should Be Selected ........................................................................................................17

Kofax AP Automation Release Notes

Contents

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. You can use this Application for demonstrations, however you must configure it as part of Professional Services customer engagement.

Kofax AP Automation Release Notes

Overview

Kofax AP Automation Release Notes

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