Delete a reason code mapping

You can remove an unwanted reason code mapping by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On the menu, select Settings > 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. From the table, click on the reason code mapping that you are deleting.

    The Delete button is enabled.

  9. Click Delete.

    The reason code mapping is removed from the table.

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

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