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:
- Open the Kofax AP Agility Work Queue as an Administrator.
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On the
Settings menu, click
Organizations.
The Organizations are displayed.
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Select an organization from the list by clicking on its
Organization Name.
The organization details for the selected organization are displayed.
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Click on the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Click on the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
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Click
Routing Options.
The Vendor Naming Groups tab on the Routing Options window is displayed.
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Click on the
Reason Codes tab.
The Reason Codes tab on the Routing Options window is displayed.
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Below the table, perform the following steps to add a new reason code mapping.
- Select a user from the Exception Handler list.
- Select an invalid reason from the Exception Code list.
- Click Add.
The reason code mapping is added to the table.
- Optionally, add another reason code mapping, edit an existing mapping, or delete a mapping.
- Optionally, add Reason codes or Vendor groups to aid in invoice routing.
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Click
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.