Add a reason code mapping

You can assign an Invalid Reason so that it is processed by a specific user or role 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. Click on the Reason Codes tab.

    The Reason Codes tab on the Routing Options window is displayed.

  8. Below the table, perform the following steps to add a new reason code mapping.
    1. Select a user from the Exception Handler list.
    2. Select an invalid reason from the Exception Code list.
    3. Click Add.

    The reason code mapping is added to the table.

  9. Optionally, add another reason code mapping, edit an existing mapping, or delete a mapping.
  10. Optionally, add Reason codes or Vendor groups to aid in invoice routing.
  11. Click Close.

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