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:

  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 naming group that you are deleting.

    The Delete button is enabled.

  8. Click Delete.

    Your vendor naming group is removed from the table.

  9. Optionally, delete another vendor naming group, edit, or add a new vendor naming group.
  10. Optionally, add Reason codes or Vendor groups to aid in invoice routing.
  11. Click Close.

    The Business Unit: New or Edit window is displayed.