› Manage organizations › Routing options for business units › Vendor groups › Edit a vendor group

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:

  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.

    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.

  9. Edit the vendor group fields as needed and then click Update.
  10. 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.
  11. Click Close.

    The window is closed and you are returned to the Business Unit: New or Edit window.

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