Kofax Brand LogoAP Agility Configuration Help
  • Welcome
  • Overview
    • Product documentation
    • Invoice Processing
      • Invoice Processing document workflow
    • AP Agility Workflow
      • AP Workflow document workflow
    • Kofax AP Agility Work Queue
  • Settings menu
    • Administration
      • Administration in an Azure environment
      • Variables
        • Edit Variable window
      • DB Management
        • Configure AP Purge Database Tables process
        • Manual database table purge
        • Automatic database table purge
      • General Log
      • Master Data Import Log
      • Invoice Export Log
      • Export of Logs
      • Initialize Connection to Invoice Portal window
    • Organizations
      • Create New Organization window
      • Organization: New - Organization tab
      • Organization: <Name> - Organization tab
      • Organization - Business Units tab
        • Business Unit: New or Edit
          • Role Assignments window
          • Approval Hierarchy window
          • Routing Options window
            • Routing Options window - Vendor Naming Groups tab
            • Routing Options window - Reason Codes tab
            • Routing Options window - Vendor Groups tab
            • Vendor Search window
          • Email Templates window
      • Organizations - Field Configuration tab
      • Organizations - Hold Reasons tab
        • Hold Reason - Add window
        • Hold Reason - Edit window
    • Global Import Files
    • ERP Connections
      • Create New ERP Connection
      • ERP Connections: New, Connection Type: Agnostic
      • ERP Connections: New, Connection Type: PeopleSoft
      • ERP Connections: New, Connection Type: S/4HANA Cloud ES
      • ERP Connections: New, Connection Type: SAP S/4HANA On-Premise
      • ERP Connections: New, Connection Type: SAP S/4HANA Cloud EX
      • ERP Connections: New, Connection Type: Oracle Financials Cloud
    • Invoice Processing
      • Global Settings
        • ASE Database Settings
          • ASE Database Settings - Edit window
        • Capture Profiles Settings
          • Capture Profile Settings - Edit window
          • Capture Profile Settings - Copy From Profile window
        • Chinese VAT Invoice Settings
        • Country Settings
        • Custom Extraction Profiles tabs
          • Analysis Profiles
            • Analysis Profile - Edit window
            • Analysis Profile - New window
          • Evaluation Profiles
            • Evaluation Profile - Edit window
            • Evaluation Profile - New window
          • Extraction Profiles
            • Extraction Profile - Edit window
            • Extraction Profile - New window
        • Custom Settings
          • Custom Settings - Edit window
          • Custom Settings - New window
        • Currency Settings
        • Database Connection
          • Database Connection Settings - Edit window
          • Database Connection Settings - New window
        • Document Type Formats
          • Document Type Format - Edit window
          • Document Type Format - New window
        • Error Message Settings
          • Error Message Settings - Edit window
        • Export Profiles Settings
          • Export Profile Settings - Edit window
          • Export Profile Settings - Copy From Profile window
        • General Settings
        • Import Settings
          • Test Import Settings window
        • Information Messages
          • Information Message Settings
            • Information Message Settings - Edit window
            • Information Message Settings - New window
          • Information Settings
        • Instruction Settings
          • Instruction Settings - Edit window
          • Instruction Settings - New window
        • Invalid Reasons
          • Invalid Reason Settings
            • Invalid Reason Type - Edit window
            • Invalid Reason Type - New window
          • Invalid Reason Text Settings
            • Invalid Reason Text Settings - Edit window
            • Invalid Reason Text Settings - New window
        • Organization Groups
          • Organization Group - Edit window
          • Organization Group - New window
        • Partition Settings
          • Employee Partition tab
            • Employee Partition - Edit window
            • Employee Partition - New window
          • PO Number Partition tab
            • PO Number Partition - Edit window
            • PO Number Partition - New window
          • Tax Partition tab
            • Tax Partition - Edit window
            • Tax Partition - New window
          • Vendor Partition tab
            • Vendor Partition - Edit window
            • Vendor Partition - New window
        • Rejection Reasons
          • Rejection Reason - Edit window
          • Rejection Reason - New window
        • Roles and Permissions
          • Roles and Permissions window
        • Stored Procedure Settings
          • Stored Procedure Settings - Edit window
          • Stored Procedure Settings - New window
        • Substitution Rules
          • Substitution Rule - Edit window
          • Substitution Rule - New window
        • Tolerance Settings
          • Tolerance Settings - Edit window
          • Tolerance Settings - New window
      • Capture Profiles
        • Amount Settings
        • Bill-To Settings tabs
          • Bill-To Formats tab
            • Bill-To Formats - Edit window
            • Bill-To Formats - New window
          • Bill-To Settings tab
        • Company Code
        • Currency Settings
        • Date Settings
        • Document Type Settings
        • Extraction Settings
        • Field Settings
          • Field Settings - Edit window
          • Field Settings - New window
        • GL Code Determination
        • Invoice Number Settings
        • Invoice Type Settings tabs
          • Invoice Type Settings tab
          • Invoice Type Values tab
            • Invoice Type Value - New window
            • Invoice Type Value - Edit window
        • Line Item Table Settings
        • Line Pairing Settings
        • Material Number Settings
          • Material Number Settings - Edit window
          • Material Number Settings - New window
        • Misc Charge Settings tabs
          • Misc Charge Categories tab
            • Misc Charge Category - Edit window
            • Misc Charge Category - New window
          • Misc Charge Settings tab
          • Misc Charge Values tab
            • Misc Charge Value - Edit window
            • Misc Charge Value - New window
        • Payment Method Settings
        • PO Number Settings tabs
          • PO Number Formats tab
            • PO Number Formats - Edit window
            • PO Number Formats - New window
          • PO Number Validation tab
        • SAP ECC Configuration
        • Tax Rate Mapping
          • Tax Rate Mapping - Edit window
          • Tax Rate Mapping - New window
        • Tax Settings tabs
          • Tax Configuration tab
          • Tax Jurisdiction Codes tab
            • Tax Jurisdiction Code - Edit window
            • Tax Jurisdiction Code - New window
          • Tax Code Information tab
            • Tax Code Information - Edit window
            • Tax Code Information - New window
        • Unit Of Measure Settings tabs
          • Unit Of Measure Settings tab
          • Unit Of Measure Types tab
            • Unit Of Measure Type - Edit window
            • Unit Of Measure Type - New window
          • Unit Of Measure Conversion Rules tab
            • Unit of Measure Conversion Rules - Edit window
            • Unit of Measure Conversion Rules - New window
        • Vendor Settings
      • Invoice Export
        • CSV Export Settings
          • CSV header literals
          • CSV line item literals
          • CSV Export Settings - Edit window
          • CSV Export Settings - New window
        • DB Export Settings tabs
          • DB Export Settings - Main tab
          • DB Export Settings - Header Table tab
            • DB Header Mapping - Edit window
            • DB Header Mapping - New window
          • DB Export Settings - Line Items Table tab
            • DB Line Item Mapping - Edit window
          • DB Export Settings - GL Items Table tab
            • DB GL Item Mapping - Edit window
          • DB Export Settings - Tax Table tab
            • DB Tax Mapping - Edit window
        • General Export Settings
        • Export to MarkView Settings
        • OCRXML File Export Settings
        • PDF Export Settings
        • Process Director Export Settings
        • Tiff Export Settings
        • XML Export Settings tabs
          • XML Export Settings - Main tab
          • XML Export Settings - Header Table tab
            • XML Header Mapping - Edit window
            • XML Header Mapping - New window
          • XML Export Settings - Line Items Table tab
            • XML Line Item Mapping - Edit window
          • XML Export Settings - GL Items Table tab
            • XML GL Item Mapping - Edit window
          • XML Export Settings - Tax Table tab
            • XML Tax Mapping - Edit window
      • Configuration Management
        • Create Migration Package
        • Import Migration Package
    • Workflow
      • General Settings
      • Cost Center Structures
        • Cost Center Segment Structure: New
        • Edit Cost Center Segment Structure: <Structure Name>
      • GL Account Structures
        • GL Account Structure - New
        • Edit GL Account Structure: <Structure Name>
      • Work Breakdown Structures
        • Work Breakdown Segment Structure: New
        • Edit Work Breakdown Segment Structure: <Structure Name>
      • Email Notifications
      • Field Profiles
        • Field Profile: New
        • Field Profile Configuration: <Profile Name>
  • Manage users
    • Manage Invoice Processing users
      • Resource groups
        • Resource group permissions
        • Organizations and organization groups
      • Manage user permissions in Invoice Processing
        • Add Kofax TotalAgility Resources for Invoice Processing
        • Edit an existing user
      • Manage users in Kofax TotalAgility
        • Manage resource groups via Kofax TotalAgility
  • Manage ERP integrations
    • Register an ERP plugin
    • Add an ERP connection
    • ERP vendor master data
      • Review the ERP import job schedule
      • Clean vendor master data
        • Schedule master data clean up
        • Clean up ERP master data on-demand
      • ERP import job status history
    • Exported invoice XML file structure
    • XSLT file for conversion from XML to CSV
    • Configure S/4HANA Cloud ES communication users
      • S/4HANA Cloud ES CDS views
        • Access to G/L account data
        • Access to WBS element data
      • Fields exported by S/4HANA Cloud ES
    • Fields exported by PeopleSoft
  • Manage organizations
    • Create a new organization based on a template
    • Add a new organization based on an existing organization
    • Edit an organization
    • Add a new business unit
    • Edit a business unit for an existing organization
    • Assign roles to a Business Unit
    • Create invoice re-match timeout process
    • Edit a field configuration
    • Approval hierarchies for business units
      • Add an approval hierarchy level
      • Edit an approval hierarchy level
      • Delete an approval hierarchy level
    • Routing options for business units
      • Vendor naming groups
        • Add a vendor naming group
        • Edit a vendor naming group
        • Delete a vendor naming group
      • Reason codes
        • Add a reason code mapping
        • Edit a reason code mapping
        • Delete a reason code mapping
      • Vendor groups
        • Add a vendor group
        • Add vendors to a vendor group
        • Edit a vendor group
        • Edit the vendors in a vendor group
        • Delete a vendor from a vendor group
        • Delete a vendor group
    • Email Templates
      • Add an email template for a business unit
      • Edit an email template for a business unit
      • Delete an email template from a business unit
  • Manage Invoice Processing
    • Manage Invoice Processing settings
      • Access the Settings help
      • Save Invoice Processing settings
      • Reload Invoice Processing settings
      • Edit an existing entry
      • Add a new entry
      • Copy an entry
      • Delete an entry
      • Delete a field mapping in an export entry
      • Configuration management
        • Create a migration package
        • Import a migration package
    • Country-specific configurations
      • Vendor country determination
      • VAT rates
      • European and other countries with VAT
        • Taxes
          • Enable VAT-based tax processing
        • VAT compliance check
          • Activate VAT compliance
          • Configure VAT extraction
          • Configure VAT compliance validation
          • Configure the VAT rate check
          • Configure cross-border EU VAT registration number checks
      • Australia
      • Brazil
      • Canada
      • Chile
      • China
        • Enable Chinese invoice extraction
      • France
      • India
      • Mexico
      • Saudi Arabia
      • Scandinavia and Finland
      • Switzerland
      • Enable bar code recognition
    • Language-specific configurations
      • Arabic
    • Customizable Invoice Processing processes
    • Document separation
      • Custom document separation process
    • MarkView integration
      • Schedule import for MarkView data
      • Update PO Number Format for MarkView
    • Test import settings file parsing
    • Vendor extraction
      • Vendor searches
        • ASE vendor searches
        • KSMS vendor searches
      • Vendor searches and regions
        • Subclass for larger regions
      • Vendor alternatives and alternative scoring
      • Vendor validation
        • Validation rules
        • Plausibility check
        • Distance check
      • Purchase order vendors
    • Validation activity configuration
      • Invoice classification
      • Invoice CN classification
      • Validation activity form fields
        • ABN
        • AccountNumber
        • AlternatePayee
        • AmountMiscellaneous
        • AmountWithholdingTax
        • BalanceForward
        • BalancePrevious
        • BankAccount
        • BankAccountCode
        • BIC
        • BillToName
        • CompanyCode
        • Currency
        • Custom1 - Custom5
        • DeliveryDate
        • DeliveryNote
        • Discount
        • DocumentType
        • DueDate
        • EmployeeID
        • Employee Name
        • ExchangeRate
        • HarmonizedSalesTax
        • HSN
        • IBAN
        • ICMS
        • InvalidReason
        • InvoiceDate
        • InvoiceNumber
        • InvoiceType
        • ISRRetention
        • LineItems
        • LocalVATAmount
        • MexicanUUID
        • NetAmount0 - NetAmount4
        • PaymentReference
        • PaymentsReceived
        • POExtension
        • PONumber
        • PORNumber
        • PORSubscriberNo
        • Postage
        • POType
        • ProvincialSalesTax
        • Quebec Sales Tax
        • ServicePeriodFrom
        • ServicePeriodTo
        • SiteID
        • SubTotal
        • TaxAmount1
        • TaxRate1 - TaxRate4
        • Total
        • VendorCity
        • VendorCountry
        • VendorID
        • VendorName1
        • VendorState
        • VendorStreet1 - VendorStreet2
        • VendorZip
        • Your Ref
        • Tax fields
        • InvoiceCN fields
          • BillToVATRegNo
          • Drawer
          • InvoiceCodeCN
          • InvoiceTypeCN
          • OriginCN
          • PasswordCN
          • Payee
          • Reviewer
          • VendorVATRegNo
      • Database lookups
        • ASE databases
        • Kofax Search and Matching Server databases
          • KSMS AP_Vendor settings
          • KSMS AP_Employee settings
          • KSMS AP_Company settings
        • Restrict database searches by region
      • Information messages
      • Rerouting problematic documents
        • Invalid reasons
        • Document rejection
          • Custom rejection reasons
      • Hide fields on the Validation activity form
      • One-time vendors
    • Extraction online learning
      • Trainable invoice header fields
      • Trainable line items
      • Train the company address position
    • Line pairing
      • Invalid reasons and line pairing
      • Line pairing for third-party freight invoices
      • Handle miscellaneous charges
        • Miscellaneous charge categories
        • Assign header fields to a Miscellaneous Charge Category
        • Assign line items to a Miscellaneous Charge Category
        • Post miscellaneous charges as a specific line type
        • Post miscellaneous charges as unplanned costs
        • Post miscellaneous charges to planned conditions
        • Post miscellaneous charges to a general ledger account
        • General ledger account code table
        • Third-party freight
      • Tax configuration for countries with tax jurisdictions
        • Basic tax configuration
        • Set the default purchase order tax code
        • Configure a state-dependent tax code
      • Tax configuration for countries with no tax jurisdictions
        • Tax table access sequence
        • Tax code validation
        • Tax table population
        • Tax code special cases
      • Unit of measure conversions
        • Configure the measurement conversion adjustments
        • Configure the percentage tolerance for measurements
        • Configure the unit of measure conversion table
        • Unit of measure triangulation
        • Configure the unit of measure aliases
      • GR-IV for non-SAP ECC ERP databases
      • Line pairing for material invoices
      • Line pairing for service invoices
      • The Line Pairing Correction activity
      • Line Pairing Correction activity decision
    • Custom scripts for Invoice Processing
      • Custom scripts in Transformation Designer
      • User Exits
        • ABNValidate
        • AbortSAPReadPO
        • AccountNumberValidate
        • AlternatePayeeValidate
        • AmountMiscPostEvaluate
        • CellTextFormatting
        • CheckBankAccount
        • CompanyCodeValidate
        • CreateSAPDocument
        • CSVFile
        • CSVFileLine
        • CustomExport
        • DBHeaderExport
        • DeliveryDateValidate
        • DocumentTypeValidate
        • DocumentValidate
        • DueDateValidate
        • EditDocumentWebLink
        • EmployeeIDValidate
        • ExportFailure
        • ExportSuccess
        • FilterEmployeeSearch
        • FilterVendorSearch
        • InvoiceDateValidate
        • InvoiceNumberValidate
        • LineItemExtract
        • LineItemsValidate
        • LinePairingPOs
        • MexicanUUIDValidate
        • OCRXMLOutput
        • PONumberPostEvaluate
        • PONumberValidate
        • PopulateSAPAccountAssignment
        • PostClassify
        • PostExtract
        • PostLinePairing
        • POValidateStart
        • POVendorValidate
        • PreLinePairing
        • PreMaterialLinePairing
        • ReadPurchaseOrder
        • ReadSAPAccountAssignment
        • ReadVendorAddress
        • RejectPOForLinePairing
        • SAPArchiving
        • SAPConditions
        • SAPPostingFailure
        • SAPPostingRetry
        • SendToSAPProcessDirector
        • SendToSAPProcessDirectorGeneric
        • SetDocFlags
        • SetEntrySheetNumber
        • SetFieldValidate
        • SetReferenceForEntrySheet
        • SetSAPPassword
        • SetTolerance
        • SetVendorCountry
        • TextFieldFormatting
        • ValueCheck
        • VoidDocumentExport
        • XMLOutput
      • Project data structures
        • AccountingData structure
        • Address structure
        • ClientData structure
        • CountryData structure
        • FieldSettings structure
        • LineData structure
        • POKey structure
        • TaxData structure
        • Tolerance structure
        • WithholdingTax data structure
      • API overview
        • Project context
        • API logs
        • Configuration access
        • Database access
        • SAP ECC access
        • API troubleshooting
    • Project and field configurations
      • Activate and deactivate fields
        • Activate a field
        • Deactivate a field
      • Apply a country filter to a field
      • Alternative Payees
        • Activate the Alternate Payee field
        • Alternate Payee functionality
          • Configure Alternate Payee validation
          • Assign Permitted Payees to vendors
        • Automatic tax determination and validation
      • Configure the Invoice Type field
        • Invoice Type based on Purchase Order Number
        • Invoice Type without Purchase Order
        • Invoice Type from filename
      • Configure the Vendor ID field
        • Configure a Vendor and Site ID field
      • Document Variants
      • Intercompany vendors
        • Configure Intercompany classification
      • Purchase order number validations
        • Standard purchase order numbers
        • Configure purchase order number validations
        • Validate purchase order vendor against a document
        • Configure invoice currency to match purchase order
        • Configure padding for extracted PO numbers
        • Configure alternate PO number validation
        • Configure PO line item validation
          • Additional LPR table mappings
        • Configure database validations using stored procedures
        • Assign parameters to a purchase order header stored procedure
        • Purchase order stored procedures in Oracle
        • ReadPurchaseOrder user exit
        • Purchase order partitions
          • Register the PO data partition
          • Assign PO data partition ID to organization
          • Activate the PO data partition
          • Map partition ID column for purchase order line item data
        • JD Edwards purchase order numbers
          • Activate PO number validation for JD Edwards
          • Configure JD Edwards PO number format
        • PeopleSoft purchase order numbers
          • Activate PO validation for PeopleSoft
          • Configure PeopleSoft PO number format
        • Add leading zeros to PO numbers for JD Edwards and PeopleSoft
      • Straight through processing
      • Utility bills
        • Invoice number generation
        • Service periods
          • Invoice dates and service periods
        • Utility bill amounts
      • Configure SAP
        • Configure a connection to SAP ECC
        • SAP ECC integration
          • BAPI_PO_GETDETAIL
          • BAPI_INCOMINGINVOICE_CREATE
          • BAPI_INCOMINGINVOICE_PARK
          • RFC_READ_TABLE
          • ARCHIV_CONNECTION_INSERT
          • Z_BW_LATE_ARCHIVE
          • BAPI_COMPANYCODE_GETDETAIL
          • Z_BW_PARK_FI_INVOICE
          • BAPI_TRANSACTION_COMMIT
          • BAPI_TRANSACTION_ROLLBACK
          • BAPI_ENTRYSHEET_GETDETAIL
        • BAPI calls
          • Configure BAPI calls using a direct login
        • Set up a SAP ECC user ID
        • Troubleshoot SAP ECC connection issues
      • Invoice Portal integration
        • Configure Invoice Portal Emails
        • Configure Kofax TotalAgility to poll for Invoice Portal emails
        • Configure XML handling to use Invoice Portal
    • Custom fields
      • Configure predefined custom fields
        • Use predefined custom fields
        • Configure capture profiles and organizations for Custom Fields
        • Configure CEO extraction profile
        • Configure WEEE registration extraction profile
        • Edit custom field labels
      • Additional custom fields
        • Create custom extraction logic
        • Configure Invoice Processing to use custom extraction logic
        • Regenerate Invoice Processing validation form
    • Document export
      • Export configuration
      • Export to SAP ECC
        • Activate the creation of SAP ECC documents
        • Configure the creation of MM-LIV documents
        • Configure the creation of FI documents
        • Integrate with SAP ECC workflows
        • Configure line pairing with SAP ECC
        • Configure line pairing for material invoices with SAP ECC
        • Configure unit of measure conversions
        • Configure line pairing for service invoices
        • Configure early archiving with SAP ECC
        • Late archiving with SAP
          • Configure archiving to an external DMS using SAP ECC
        • Configure SAP ECC ArchiveLink
      • Export to Process Director
        • Configure output to Process Director
          • Process Director field mappings
            • IT_DATA table
            • IT_ARC_HDR and IT_ARC_OBJ tables
            • Custom Process Director user exit
        • Process Director generic function
        • Invoice data passed to Process Director
        • Process Director and document archiving
          • Early archiving with Process Director (standard function)
          • Early archiving with Process Director (generic function)
          • Late archiving with Process Director
        • Process Director returned values
        • Process Director standard User Exit
        • Process Director generic function User Exit
      • Export to MarkView
      • Export to CSV
        • Add a CSV export file
        • Copy a CSV export file
        • Late archiving with Mobius
      • Export User Exits
      • Document Management system integration
      • Possible export failures
      • Export error handling
    • Extraction testing in the Transformation Designer
  • Manage AP Agility Workflow
    • Manage escalation email notifications
      • Configure TotalAgility SMTP settings
      • Configure Job Schedules for email notifications
      • Workflow notifications
      • Configure Email Notifications
      • Send Email From address
    • Manage email approval notifications
      • Create unmanned email address to collect approval responses
      • User Permissions for Email Approval Notifications
      • Process email approval results
      • Update AP Agility Email Approval From Address variable
    • Manage GL account segment structures
      • Hierarchical GL accounts
        • Enable hierarchical GL accounts
      • Add GL account structure
      • GL code history
        • GL code history retention
        • GL code history clean up
      • Delete GL account structure
      • Add segments to existing GL account structure
      • Modify segments in an existing GL account structure
      • Remove segments from an existing GL account structure
      • Custom business rule for GL code validation
    • Manage work breakdown structures
      • Add a work breakdown structure
      • Modify a work breakdown structure
      • Delete a work breakdown structure
      • Add segments to an existing work breakdown structure
      • Modify segments in an existing work breakdown structure
      • Remove segments from an existing work breakdown structure
    • Manage cost center structures
      • Add a cost center structure
      • Delete a cost center segment
      • Modify a cost center structure
      • Add segments to an existing cost center structure
      • Modify segments in an existing cost center structure
      • Remove segments from an existing cost center structure
    • Manage field profiles
      • Add a field profile
      • Modify a field profile
      • Delete a field profile
    • Process duplicate invoices
    • AP Agility Workflow validation process
    • Due date calculation
    • Discount due date calculation
    • Customizable Workflow processes
      • Edit server variables
      • Customize case reference for the AP Agility Workflow
  • Configuration change audit
  • Export to Enterprise Content Management systems
    • Enable ECM export
    • Implement export to ECM
    • Configure the sample export process
      • Create CMIS document type
      • Create target export folder
      • Integration with CMIS repository
      • Configure temporary file folder
      • Configure the export process
  • Common logging
    • Configure the ErpConnectorService
    • Database logging for Azure
    • File logging for other installations
    • Log level settings
    • Export logs
 › Manage organizations › Routing options for business units › Vendor groups

Vendor groups

It is possible to configure a business unit so that invoices received from a group of vendors is processed by specific users. You can configure an exception handler as well as a coder.

You can manage vendor groups by performing the following tasks.

  • Add a vendor group

  • Add vendors to a vendor group

  • Edit a vendor group

  • Edit the vendors in a vendor group

  • Delete a vendor from a vendor group

  • Delete a vendor group