This tab enables you to augment the list of possible Hold Reasons that are available to users when they place an invoice on Hold when processing a document in the AP Agility Workflow. If a document is placed on Hold, the select Hold Reason is also listed if the invoice is viewed in Analytics for Kofax AP Agility.

The following settings are available.

Language

Select a language from the list to update field captions. (Default: English)

Below the Language list, a table is populated with values for a Hold Reason. The following columns are available.

Comment Required

If selected, the user must supply a comment when this Hold Reason is selected during the AP Agility Workflow. If cleared, the Comment field is disabled altogether.

Name

A unique and descriptive name for the Hold Reason.

Caption

The name that is displayed to users when selecting a Hold Reason during the AP Agility Workflow.

You can localize any added Hold Reason by selecting the corresponding language and then editing the Caption value with the appropriate translation. When you first switch languages, the newly added Hold Reason is displayed in English for all languages.

The following Hold Reasons are provided by default in all five supported languages.

• Vendor data changed

• Bank data changed

• GR missing

• PO missing

• Price or Quantity issues

• Other

The Other reason enables users to specify a reason that is not included in the list of Hold Reasons. It is not possible to delete the Other reason.

You can however, edit or delete the other Hold Reasons so that they are appropriate for your solution.

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

Add

Adds an entry to the table.

Click to open the Hold Reason - Add window.

Edit

Opens a selected entry in the table so that you can make changes as needed.

Click to open the Hold Reason - Edit window.

Delete

Click to remove the selected entry from the table, but after confirmation only.