Welcome > Configure Kofax AP Agility > Manage organizations > Add a new business unit

Add a new business unit

Business units are sub divisions of an organization. One organizations can have many business units.

You can add a business unit by following these steps.

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. From the Settings menu, click Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.

    The Organization - Business Units tab is displayed.

  5. Click New.

    The Business Unit: New or Edit window is displayed.

  6. Enter the following information for your business unit.
    1. Enter a Business Unit Name. This setting is mandatory.
    2. Enter a Description.
    3. Enter the ERP Business Unit ID. This setting is mandatory.
    4. Enter the ERP Business Unit Name. This setting is mandatory.
    5. Enter the Business Unit Address.
    6. Select the Country. This setting is mandatory.
    7. Select the Currency. This setting is mandatory.
    8. Enter one or more values into the VAT Registration Number if needed.
    9. Enter the Auto Approval Level.

      Any invoices with an invoice total that is less than or equal to the specified value are approved automatically. If you do not enter a value into this field, no invoices are approved automatically.

    10. Select the Deafult Routing Order. This setting is mandatory.
    11. Enter the Receipt Wait Interval (days).

      This setting is related to the Line Pairing Exception behavior for purchase order invoices. If a PO invoice is sent for automatic re-match, this value defines how long an invoice attempts to resolve its line parings so that invoice can be exported to the ERP system. If this does not happen within the specified time frame, the PO invoice is sent back to the Line Pairing Correction activity where the line items are updated as needed.

    12. Enter a Reply Email Address.

      This is the email address that appears in the From address for email notifications sent via the Send Email feature by activity users.

      If you do not enter a value in this field, the email address is obtained from Kofax TotalAgility or manually entered by the activity user.

    13. If you want to use an approval chain, select Use Approval Chain. Otherwise, leave this option cleared.

      This is a hierarchy of users that can approve invoices based on the invoice total. You can add one or more approval levels.

    14. If you want to use email approval, select Email Approval. Otherwise, leave this option cleared.

      This means that when an invoice is ready for approval, an email is sent to the appropriate user. This email does not enable a user to approve an email directly. Instead, it contains a link to the invoice. This link opens the invoice in the Approval activity where the user is able to process the document as needed.

    15. If you want plan to start processing invoices for this business unit, select Active.
    16. Click Add.

      You are returned to the list of business units on the Organization - Business Units tab and your business unit is now displayed.

    Optionally, click on your newly added business unit to perform any the following tasks.

  7. Click Close.

    The Organization - Business Units tab is displayed.