Routing Options window - Reason Codes tab
You can specify the user who handles exception invoices that have a specific invalid reason. This user is a member of the AP Processor role and must be included in the Kofax TotalAgility Group associated with the AP Processor role.
A table lists any existing reason code rules. Click on an entry to make changes.
A table with the following columns lists the existing rules:
|
Setting |
Description |
|---|---|
|
Exception Handler |
Select a user from the list to process documents with an exception. This list contains members of the AP Processor role only. |
|
Exception Reason Code |
Select an Invalid Reason Code from the list. This means that the selected Exception Handler sees all documents with this specific code. |
At the bottom of the table there are two fields that enable you to add an entry to the table. 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 page:
|
Button |
Description |
|---|---|
|
Add |
Adds the entries in the editable entry line to the table. |
|
Update |
Saves any changes made to a table entry. |
|
Delete |
Removes the reason code routing setting 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. |