Edit a reason code mapping
You can make changes to a reason code mapping by following these steps:
- Open the Kofax AP Agility Work Queue as an Administrator.
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On the
Settings menu, click
Organizations.
The Organizations are displayed.
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Select an organization from the list by clicking on its
Organization Name.
The organization details for the selected organization are displayed.
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Click on the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Click on the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
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Click
Routing Options.
The Vendor Naming Groups tab on the Routing Options window is displayed.
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Click on the
Reason Codes tab.
The Reason Codes tab on the Routing Options window is displayed.
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From the table, click on the reason code mapping that you are editing.
The mapping is loaded into the editable row below the table and the Update button is enabled.
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Make the necessary changes and click
Update.
Your changes are saved.
- Optionally, edit another reason code mapping, add an existing mapping, or delete a mapping.
- Optionally, add Reason codes or Vendor groups to aid in invoice routing.
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Click
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.