By default, Kofax AP Agility sends all invoices that require exception handling to members of the AP Exception role, and invoices that require coding to members of the AP Coding role.

In some cases, this means that your users see a lot of invoices for processing. To minimize the number of invoices seen by a particular user, you can configure Kofax AP Agility to limit what invoices a user sees. You can send invoices whose vendor name begins with a specific range of characters to users who are members of the AP Processor role., and then send another range to members of a different role.

Only invoices that belong to vendors whose name starts with a letter within this range are sent for coding to members of the Invoice Coder Name user group. The same applies to documents with an exception.

The table lists all existing Vendor Naming Groups with the following columns.

To

The letter at the start of the vendor naming group.

From

The letter at the end of a vendor naming group.

Invoice Coder Name

The name of the user who codes an invoice. This user is a member of the AP Processor role.

This user sees only those invoices that require coding and whose vendor name starts with a letter found within the To/From range.

Exception Handler Name

The name of the user who handles invoice exceptions. This user is a member of the AP Processor role.

This user sees only those invoices that have an exception and whose vendor name starts with a letter found within the To/From range.

At the bottom of the table there are several fields that enable you to add an entry to the table. In addition, there are two Clear buttons that enable you to clear the user group from the Invoice Coder list or the Exception Handler list. When entering new information, the Add button is enabled.

These editable fields are also populated if you select an entry from the table. The Update button is enabled.

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

Add

Adds the entries in the editable entry line to the table.

Update

Saves any changes made to a table entry.

Delete

Removes the vendor group from the table.

Close

Closes the Routing Options window and returns you to the Business Unit: New or Edit window. Any unsaved changes are lost.