Welcome > Configure Kofax AP Agility > Manage organizations > Routing options for business units > Vendor naming groups > Edit a vendor naming group

Edit a vendor naming group

You can make changes to an existing vendor naming group by following these steps.

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. From the Settings menu, click Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.

    The Organization - Business Units tab is displayed.

  5. Click on the Business Unit Name link where you are setting up an approval hierarchy.

    The Business Unit: New or Edit window is displayed.

  6. Click Routing Options.

    The Routing Options window - Vendor Naming Groups tab is displayed.

  7. Click on the vendor naming group that you are editing.

    The values are entered into the editable fields below the table and the Update button is enabled.

  8. Edit the group as necessary and then click Update.

    Your changes are saved.

  9. Optionally, edit another group, add a new group, or delete a group.
  10. Optionally, add Reason codes or Vendor groups to aid in invoice routing.
  11. Click Close.

    The Business Unit: New or Edit window is displayed.