Add a vendor group
Use the procedure in this topic to add a vendor group so that certain vendor invoices are processed by specific users.
Procedure
- Open the Tungsten AP Agility Work Queue as an Administrator.
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On the
Settings menu, select
Organizations.
The Organizations are displayed.
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Select an organization from the list by select its
Organization Name.
The organization details for the selected organization are displayed.
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Select the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Select 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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Select
Routing Options.
The Vendor Naming Groups tab on the Routing Options window is displayed.
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Select the
Vendor Groups tab.
The Vendor Groups tab on the Routing Options window is displayed.
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Below the first table, perform the following steps to add a new vendor group.
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Enter a
Group Name.
Use a name that is descriptive and unique.
- Enter a Description.
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Select a user from the
Invoice Coder list.
This user is assigned any coding invoices from the vendors in this group.
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Select a user from the
Exception Handler list.
This user is assigned any exception invoices received from the vendors in this group.
- Select Add directly below the editable fields.
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Enter a
Group Name.
- Add vendors to this group.
- Optional. Follow the previous steps to add another vendor group.
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Select
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.