Kofax eFLOW Control
Quick Start Guide
Version: 5.2.x
Date: 2020-09-21
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Table of Contents
eFLOW Control quick start......................................................................................................................... 4
Start eFLOW Control ................................................................................................................................. 4
Selection screen ........................................................................................................................................ 4
Document list ............................................................................................................................................. 5
Document detail ......................................................................................................................................... 5
PO invoice .............................................................................................................................................. 6
Non-PO invoice ...................................................................................................................................... 7
Complete and post documents.................................................................................................................. 8
Locate errors ............................................................................................................................................. 8
Complete from image ................................................................................................................................ 8
Propose line items ..................................................................................................................................... 8
Assign line items ........................................................................................................................................ 9
Assign accounts ...................................................................................................................................... 10
eFLOW me .............................................................................................................................................. 11
Post a document ...................................................................................................................................... 11
Workflows .................................................................................................................................................. 12
Send a document to workflow ................................................................................................................. 12
Call back a document from workflow ....................................................................................................... 13
Workflow audit trail .................................................................................................................................. 13
Other features ............................................................................................................................................ 14
Document image ..................................................................................................................................... 14
Attachments ............................................................................................................................................. 14
Notes ....................................................................................................................................................... 14
Messages ................................................................................................................................................ 15
Process log .............................................................................................................................................. 16
Kofax eFLOW Control Quick Start Guide
eFLOW Control quick start
This quick start guide explains how to log on to eFLOW Control in SAP and describes the main features.
For more detailed information, see the eFLOW Control SAP User Guide.
Start eFLOW Control
To start eFLOW Control, log on to SAP and enter transaction /n/tisa/eflow_control.
The eFLOW Control window displays a selection screen and a document list.
Selection screen
The selection screen enables you to filter the document list to display only specific documents.
Click the Selection Screen button to close and open the selection screen.
Enter your selection criteria and click the Select data button.
To restore the default selection criteria, click the Clear selection button .
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Kofax eFLOW Control Quick Start Guide
Document list
The document list displays documents in the following tabs.
Tab Description
Document All documents that correspond to the search criteria entered in the selection screen.
Overview
My Documents All documents assigned to the currently logged on user.
Waiting All documents for which immediate processing is not yet possible or desired (for
example, if a goods receipt is missing).
Workflow All documents that the currently logged on user has sent to a workflow.
Outbox
Document detail
To open the document detail, in the document list DocNo column, click the document number.
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Kofax eFLOW Control Quick Start Guide
PO invoice
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Kofax eFLOW Control Quick Start Guide
Non-PO invoice
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Kofax eFLOW Control Quick Start Guide
Complete and post documents
Locate errors
Errors in documents are listed in the Business issue tab in the document detail.
Note Which errors are displayed here depends on your system configuration. In general, the errors
displayed in this tab relate directly to the business process. Technical errors, warning messages, or other
messages that do not relate directly to the business process, can be viewed in the process log.
Fields with errors are highlighted in the line items area.
Complete from image
You can transfer values from the image directly into document fields or dialog box fields.
1. Click the Show image button .
2. In change mode, double-click in the field to which the value should be transferred. If the value was
transferred from eFLOW Extract, the corresponding field is highlighted in green on the image.
Note You must double-click in the field.
3. Click on the corresponding value in the image, or hold down the left mouse button and draw a
rectangle around the corresponding value in the image.
Propose line items
eFLOW Control can automatically add line items from a selected purchase order, scheduling agreement,
delivery note or service entry sheet to the invoice.
1. In the document detail line items area, in change mode, click the Item proposal tab.
2. Select the reference document type to use for proposal.
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Kofax eFLOW Control Quick Start Guide
3. Enter the document numbers to use.
4. Select the FS item type.
5. Click Adopt billable or Adopt all.
The proposed line items replace the existing line items.
Assign line items
You can assign the purchase order line items to the invoice line items using drag and drop.
1. In the line items area, in change mode, click the Item assignment tab.
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Kofax eFLOW Control Quick Start Guide
2. Perform one of the following actions:
To assign a purchase order item to an invoice item:
• Click on the PO item, then holding down the mouse button, drag the item over the invoice
item and release the mouse button.
• Select the invoice item and double-click the PO item. The PO item is assigned to the invoice
item.
To add a new purchase order item to the invoice:
• Click on the PO item, then holding down the mouse button, drag the item below the invoice
items and release the mouse button.
• Select the item and click the Add item to document button . Using this method, you can
add multiple items to the invoice.
To remove a purchase order item from the invoice, select the item and click the Delete button .
Assign accounts
To assign accounts to invoice line items, in the document detail, in change mode, click the GL Account
tab and enter the account details.
For PO-related invoices, you assign accounts in the Items tab. You can assign multiple accounts to
invoice items for which account assignment distribution has been activated in the purchase order.
1. In change mode, click the Expand Multiple Acct Assgt button to display the account
assignment lines.
2. Enter values in the Item amount and Quantity fields for each account assignment line, then press
ENTER or click the Save button.
Note Do not enter data in these fields at line item level for line items with multiple account
assignments. The total for the line item is automatically calculated.
3. (Optional) To add additional account assignment lines, select the line item, then click the Insert
Multiple Acct Assgt button on the toolbar below the line items.
4. (Optional) By default, the accounting fields (G/L Account, Cost Center, etc.) are filled with the
values from the purchase order. You can change these values if necessary.
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Kofax eFLOW Control Quick Start Guide
5. Click Save .
eFLOW me
After you have made changes to a document, it is advisable to click the eFLOW me button. The
eFLOW me function performs all actions appropriate for the document in its current state, and displays
messages with the results of those actions. This saves you having to decide which actions need to be
performed next on the document and having to perform those actions manually. For example, depending
on the configuration, eFLOW me can assign PO items or tax codes, check for errors in the document,
start a workflow, or attempt to post the document.
Post a document
Posting a document creates a corresponding document in SAP and creates the accounting entries in
accordance with standard SAP. eFLOW Control checks the document before posting and displays
messages if there are errors in the document that prevent posting.
To post a document, click the Post button .
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Kofax eFLOW Control Quick Start Guide
Workflows
Send a document to workflow
1. Click the Start workflow button .
2. In the Workflow list, select a workflow and enter a Due date.
3. Enter recipients for the workflow.
Note Depending on the workflow configuration, some recipients may have been automatically
assigned to the workflow.
4. Optionally, enter a note in the lower text box.
5. Click the Start button.
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Kofax eFLOW Control Quick Start Guide
Call back a document from workflow
Click the Call back workflow button .
Workflow audit trail
The workflow audit trail provides information about all workflows a document was sent to.
To view the workflow audit trail, click the Workflow audit trail button .
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Kofax eFLOW Control Quick Start Guide
Other features
Document image
To display the document image, click the Show image button .
Attachments
You can add files as attachments to eFLOW Control documents. Attachments are available in the eFLOW
Control document and, after posting, in the corresponding SAP document.
To add an attachment:
1. Click the Services for Object button .
2. Click the Create button and select Store Business document.
3. Select a Document Type and then drag and drop the file from your file system into the empty field.
4. Click the Continue button .
To view attachments, click the Services for Object button and then click the Attachment list button
. Double-click the attachment to open it.
Notes
Notes enable you to communicate with other users within eFLOW Control and eFLOW Resolve. Notes
are displayed in the Note tab in the document detail. They are saved with the document as an attachment
and permanently archived. Notes are not passed to the SAP document.
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Kofax eFLOW Control Quick Start Guide
1. Click the Note tab.
2. To add a note, type in the text box on the right and click the Save note button.
3. Click the arrows to view or hide the entire note text, or the buttons to view or hide all note
texts.
Messages
You can send email messages to any valid email address. eFLOW Control provides customizable,
predefined message templates. The invoice image is attached to the message as a PDF file.
1. Click the Send message button .
2. Enter the email addresses to send the message to. The vendor email address is inserted by default.
3. Click the Insert Row or Delete Row button to add or remove recipient addresses.
4. Enter the message text:
• To use a template, select the Language and then the Template. Depending on the system
configuration, some templates may only be available for specific company codes.
• To use your own text, type the text in the lower text box. If you select a template, the template
text and your own text appear in the message. To use only your own text, select the blank entry
in the Template list.
5. Click the Send button.
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Kofax eFLOW Control Quick Start Guide
Process log
The process log records all messages and actions that occurred during the processing of a document.
To open the process log, select the menu item Edit > Process log.
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