If the alternate payee functionality is active, a vendor is identified by either the Associative Search Engine or found on a purchase order. Kofax AP Agility then checks to see if the identified vendor has an assigned permitted payee. If a permitted payee is assigned and found on the invoice, then this payee is copied to the Alternate Payee field.

If none of the permitted payees appear to match the invoice details, the Alternate Payee field is marked as invalid, and the document is sent to the Validation activity for review.

In the Validation activity, the user is able to enter an alternate payee or to confirm that no alternate payee is appropriate for the document. A Payee selection list is available on the Validation activity form.

An alternate payee will only be accepted by Kofax AP Agility as long as it is in the list of permitted payees assigned to the vendor. The vendor record for the alternate payee need not exist in the vendor master extract. If there is no record, then no name and address details are displayed in the Validation activity. If a payee is entered that is not in the list of permitted payees, a message is displayed and the content in the Alternate Payee field is removed.

If vendor partitioning is being used, it is not necessary to prefix the list of permitted payees with the partition ID and separator. Kofax AP Agility assumes that the permitted payees belong to the same partition as their associated vendor. For this reason, it is not possible to have permitted payees spanning multiple partitions.