Add a vendor naming group
Use the procedure in this topic to add a vendor naming group.
Procedure
- Open the Tungsten AP Agility Work Queue as an Administrator.
-
On the
Settings menu, select
Organizations.
The Organizations are displayed.
-
Select an organization from the list by select its
Organization Name.
The organization details for the selected organization are displayed.
-
Select the
Business Units tab.
The Organization - Business Unit tab is displayed.
-
Select the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
-
Select
Routing Options.
The Vendor Naming Groups tab on the Routing Options window is displayed.
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Below the table, perform the following steps to add a vendor naming group.
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In the
Name from and
to fields, enter the first character of the vendor name.
For example, if you have a lot of vendors with a name that starts with the letter M, you can enter M in both boxes so that the range is from M to M. You can also enter a range, such as A to D.
-
Select a user from the
Invoice Coder list.
This is the user that performs coding for the vendors in this range.
-
Select a user from the
Exception Handler list.
This is the user that handles exceptions for the vendors in this range.
-
Select
Add.
The vendor group is added to the table.
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In the
Name from and
to fields, enter the first character of the vendor name.
-
Optional. Repeat the previous step to add another vendor naming group.
Alternatively, edit or delete an existing vendor naming group.
- Optional. Add Reason codes or Vendor groups to aid in invoice routing.
-
Select
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.