Business Unit: New or Edit
When you add a new business unit or edit an existing business unit, the following settings are available:
Setting |
Description |
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Business Unit Name |
A unique name for the business unit. This name may differ from the business unit name used in the ERP system. (Mandatory) |
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, processing invoices, and invoice export to the ERP system. This value is used to match the business unit to the Company Code. (Mandatory) |
Business Unit Address |
The business unit address. This field is mandatory unless the company code is ingested. |
Country |
The business unit country. (Mandatory) |
VAT Registration Number |
The VAT registration numbers. Enter these manually as needed. (Optional) |
Description |
Provide any important details about the business unit. (Optional, but recommended) |
ERP Business Unit Name |
The name of the business unit used in the ERP system. This field is mandatory unless the company code is ingested. |
Currency |
The business unit currency. (Mandatory) |
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. (Default: 0.00) If you keep the default value, this feature is disabled. |
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 the Line Pairing Exception activity because it remains unmatched. The minimum value for this interval is 1 day. If a value is not specified for this setting, or a value of 0 is applied, a time-out of 1 day is applied. In addition to this, it is necessary to create a job schedule for the Check Timeout for Waiting Invoices process. |
Use Approval Chain |
The relationship between this setting and any configured approval hierarchy determines who is responsible for processing an invoice in one of the invoice activities. (Default: Cleared) The following scenarios explain approval chain behavior:
In addition, users are able to escalate an invoice in an AP Workflow activity or when searching for invoices in Analytics for Kofax AP Agility. This is configured for each business unit via the Approval Hierarchy window. |
Active |
Select to activate the organization so that output files are generated. (Default: Cleared) If this is not selected, then export generates no output file. |
Default Routing Order |
Select a routing order from the list. This determines the order that an invoice is routed for approval. (Mandatory) This list has the following options.
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Reply Email Address |
Enter the email address that is displayed 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. (Optional) If this field is left blank, the "From" email address is added to an email in one of two ways.
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The following buttons are available at the bottom of the page:
Button |
Description |
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Create Business Unit |
This button is available only when adding a new business unit. Adds the business unit to the selected organization. A message is displayed indicating a successful save. |
Save |
This button is available only when editing an existing business unit. Updates the selected business unit with your changes. A message is displayed indicating a successful edit. |
Close |
Closes the tab and returns to the Organizations table. Any changes that are not saved or updated are lost. |
Role Assignments |
Displays the Role Assignments window so that you can configure the role assignments for this business unit. |
Approval Hierarchy |
Displays 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. |