Add a vendor naming group

You can add a Vendor Naming Group by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On 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 Unit tab is displayed.

  5. Click on the Business Unit Name link where you are setting up an approval hierarchy.

    The Business Unit: New or Edit window is displayed.

  6. Click Routing Options.

    The Vendor Naming Groups tab on the Routing Options window is displayed.

  7. Below the table, perform the following steps to add a vendor naming group.
    1. In the Name from and to fields, enter the first character of the vendor name.

      For example, if you have a lot of vendors with a name that starts with the letter M, you can enter M in both boxes so that the range is from M to M. You can also enter a range, such as A to D.

    2. Select a user from the Invoice Coder list.

      This is the user that performs coding for the vendors in this range.

    3. Select a user from the Exception Handler list.

      This is the user that handles exceptions for the vendors in this range.

    4. Click Add.

      The vendor group is added to the table.

  8. Optionally, repeat the previous step to add another vendor naming group.

    Alternatively, edit or delete an existing vendor naming group.

  9. Optionally, add Reason codes or Vendor groups to aid in invoice routing.
  10. Click Close.

    The window is closed and you are returned to the Business Unit: New or Edit window.