Edit a vendor naming group
You can make changes to an existing vendor naming 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 naming group that you are editing.
The values are entered into the editable fields below the table and the Update button is enabled.
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Edit the group as necessary and then click
Update.
Your changes are saved.
- Optionally, edit , add, or delete a vendor naming group.
- Optionally, add Reason codes or Vendor groups to aid in invoice routing.
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Click
Close.
The Business Unit: New or Edit window is displayed.