› Manage AP Agility Workflow › Route PO-related activities in AP Workflow › Manual configuration of PO routing

Manual configuration of PO routing

You can configure PO routing manually by following these steps:

  1. Open Tungsten AP Agility as an Administrator.
  2. From the menu select Settings > Organizations.

    A list of organizations is displayed.

  3. Click on the link for the organization you are configuring.

    The details for the selected organization are displayed.

  4. Click on the Business Units tab.

    A list of business units for the selected organization is displayed.

  5. Click on the business unit link you are configuring.

    The details for the selected business rule are displayed.

  6. Click on the Routing Options button.

    The settings on the Vendor Naming Groups tab are displayed by default.

  7. Click on the Purchase Orders tab.

    This tab is displayed only for those organizations that have enabled the AP Workflow.

    The details for the purchase order redirection are displayed for the selected business unit

  8. For each of the PO-related activities, select a value so that the activity is routed as required.

    Select from:

    • Default: the default behavior for routing an activity is used.

    • PO Requisitioner: the activity is routed to the user who requisitioned the PO.

    • PO Creator: the activity is routed to the user who created the PO.

    If you select PO Requisitioner or PO Creator, the users in your ERP must also exist in the AP PO Processors resource group in Tungsten TotalAgility.

    If you have any of the following business rules configured, they take priority and the settings here are ignored.

    • AP Custom Assign Exception Resource

    • AP Custom Assign Line Pairing Exception Resource

    • IP Custom Assign LPR Correction Resource

  9. Click Save.

    A message is displayed indicating that your selection is applied to that business unit.

  10. Click Close.

    The list of business units for the selected organization is displayed.

  11. Optionally, repeat steps 5 to 10 for other business units in this organization.
  12. Optionally, repeat steps 3 to 10 for other organizations.