Delete a reason code mapping
You can remove an unwanted reason code mapping by following these steps:
- Open the Kofax AP Agility Work Queue as an Administrator.
-
On the menu, select
.
The Organizations are displayed.
-
Select an organization from the list by clicking on its
Organization Name.
The organization details for the selected organization are displayed.
-
Click on the
Business Units tab.
The Organization - Business Unit tab is displayed.
-
Click on the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
-
Click
Routing Options.
The Vendor Naming Groups tab on the Routing Options window is displayed.
-
Click on the
Reason Codes tab.
The Reason Codes tab on the Routing Options window is displayed.
-
From the table, click on the reason code mapping that you are deleting.
The Delete button is enabled.
-
Click
Delete.
The reason code mapping is removed from the table.
- Optionally, delete another reason code mapping, add an existing mapping, or edit a mapping.
- Optionally, add Reason codes or Vendor groups to aid in invoice routing.
-
Click
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.