Delete a vendor from a vendor group
If a business unit vendor group no longer processes documents for a specific vendor, you can remove that vendor by following these steps.
- Open the Kofax AP Agility Work Queue as an Administrator.
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From the
Settings menu, click
Organizations.
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 Units 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 Routing Options window - Vendor Naming Groups tab is displayed.
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Click on the
Vendor Groups tab.
The Routing Options window - Vendor Groups tab is displayed.
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Select a vendor group from the table at the top of the page.
The vendors for the selected vendor group are loaded in the table at the bottom of the page.
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In the
Vendors table at the bottom of the page, select the vendor that you are deleting.
The Delete button is activated.
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Click
Delete.
The vendor is removed from the table.
- Optionally, remove another vendor.
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Click
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.