When you add a new business unit or edit an existing business unit, the following settings are displayed.

Business Unit Name

A unique name for the business unit. This name may differ from the business unit name used in the ERP system.

This setting is mandatory.

Description

Provide any important details about the business unit.

This setting is optional, but recommended.

ERP Business Unit ID

The unique identifier of the business unit in an ERP system. This identifier is used by Kofax AP Agility during ERP data export, invoice processing, and invoice export to the ERP system. This value is used to match the business unit to the Company Code.

This setting is mandatory.

ERP Business Unit Name

The name of the business unit used in the ERP system.

This setting is optional.

Business Unit Address

The business unit address.

This setting is optional.

Country

The business unit country.

This setting is mandatory.

Currency

The business unit currency.

This setting is mandatory.

VAT Registration Number

The VAT registration numbers. Enter these manually as needed.

This setting is optional.

Auto Approval Level

Any invoices that have an amount that is less than or equal to this value are approved automatically. Any invoices with an amount greater than this amount are sent for approval.

The value for this option is set to 0.00 by default.. If you keep the default value, this feature is disabled.

Default Routing Order

Select a routing order from the list. This determines the order that an invoice is routed for approval.

This list has the following options.

• Reason Code, Vendor Group, Vendor Name

• Reason Code, Vendor Name, Vendor Group

• Vendor Group, Reason Code, Vendor Name

• Vendor Group, Vendor Name, Reason Code

• Vendor Name, Reason Code, Vendor Group

• Vendor Name, Vendor Group, Reason Code

This setting is mandatory.

Receipt Wait Interval (days)

Enter the number of days after which a PO invoice that has been sent for automatic re-matching, is returned to Line Pairing Exception because it remains unmatched.

Reply Email Address

Enter the email address that appears in the From field for emails sent during processing via the Send Email functionality. For example, a no-reply email address or a joint email address that is monitored by several people. This setting is optional.

If this field is left blank, the From email address is added to an email in one of two ways.

1. If the activity user that is sending the email has their own email address configured in Kofax TotalAgility, their email address appears in the From automatically.

2. If the activity user does not have their email address configured in Kofax TotalAgility, the From field appears on the Send Email window, and the user must provide an address.

Use Approval Chain

If selected, invoices for this business units use an the approval chain based on the total amount of the invoice. This is configured for each business unit via the Approval Hierarchy window.

If cleared, invoices for this business unit are assigned to the only approver with the appropriate approval limit.

This option is cleared by default.

E-mail Approval

If selected, an email that contains a link to an invoice is sent. This means that the recipient clicks on the link and the invoice is opened in the Approval activity so that the user can process the document.

This option is cleared by default.

Active

Select to activate the organization so that output files are generated.

If this is not selected, then export generates no output file.

This option is cleared by default.

The following buttons are available at the bottom of the screen.

Add

Adds the business unit to the selected organization.

A message is displayed indicating a successful save.

Edit

Updates the selected business unit with your changes.

A message is displayed indicating a successful edit.

Role Assignments

Opens the Role Assignments window so that you can configure the role assignments for this business unit.

Approval Hierarchy

Opens the Approval Hierarchy window so that you can configure the approval hierarchy for this business unit.

Routing Options

Opens the Routing Options window so that you can configure the routing options for this business unit.

Email Templates

Opens the Email Templates window so that you can configure the email templates for this business unit.

Close

Closes the settings for this business unit and you are returned to the list of business units for this organization.