Delete a vendor group

If you no longer need to route a group of vendors, you can remove that vendor group 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 vendor group is loaded into the editable fields below the table and the Delete button is activated.

  9. Click Delete.

    When prompted to confirm the deletion, click Yes.

    The vendor group is removed from the table and its associated vendors are no longer available.