Edit a vendor group
If you need to change users or other details for a vendor group, you can edit a vendor group by following these steps:
- Open the Kofax AP Agility Work Queue as an Administrator.
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On the menu, select
.
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
Vendor Groups tab.
The Vendor Groups tab on the Routing Options window is displayed.
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Select a vendor group from the table at the top of the page.
If no vendor group is available, or the required vendor group is not listed, add a new vendor group.
The selected vendor group is loaded in the editable fields below the table and the Update button is activated.
- Edit the vendor group fields as needed and then click Update.
- Optionally, edit another vendor group, add a new vendor group, add vendors to a vendor group, edit the vendors in a vendor group, delete a vendor group, or delete a vendor from a vendor group.
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Click
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.
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