Delete a vendor naming group
If you no longer need to route a specific vendor naming group, you can remove it 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 vendor naming group that you are deleting.
The Delete button is enabled.
-
Click
Delete.
Your vendor naming group is removed from the table.
- Optionally, delete another vendor naming group, edit, or add a new vendor naming group.
- Optionally, add Reason codes or Vendor groups to aid in invoice routing.
-
Click
Close.
The Business Unit: New or Edit window is displayed.