Delete a vendor from a vendor group

If a business unit vendor group no longer processes documents for a specific vendor, you can remove that vendor 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 Vendor Groups tab.

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

  8. Select a vendor group from the table at the top of the page.

    The vendors for the selected vendor group are loaded in the table at the bottom of the page.

  9. In the Vendors table at the bottom of the page, select the vendor that you are deleting.

    The Delete button is activated.

  10. Click Delete.

    The vendor is removed from the table.

  11. Optionally, remove another vendor.
  12. Click Close.

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