Work Group Matrix

The Work Group matrix establishes work groups for the AP Processor groups. Vendors beginning with certain characters will be routed among processor groups 1-8. If you have Vendor Names that start with other characters, they can be added via additional lines in this matrix. If a Vendor Name is received and begins with a character not specified in this matrix, it will automatically be routed to Work Group 1.

A built-in list of 8 work groups is named: “Work Group 1 through “Work Group 8.”

At the time of import, Work Groups will be assigned to each document based on the information contained in the matrix. For example, if the Vendor Name starts with 'A, ' Work Group 1 will be assigned to that invoice.

Published searches are set up to create a queue for each work group, allowing users to view items assigned to that group.

Users will then access the published search related to the work group for which they are responsible.

How to Access

The Approval Matrix is accessed by selecting the Configuration Option in the upper right corner of the Dashboard.

Within the Configuration Option, you can select the Matrix-Work Group.

You can add, edit, or delete rows within the matrix from the Matrix-Work Group screen.  

• • To add a row to the matrix
    • Click "Add Row"  
    • Click "Edit" to edit the row that was just added
    • Fill in the fields
    • Click "OK"
    • Click "Submit" to save the changes

  • To delete a row from the matrix
    • Click the checkbox next to the row(s) that should be deleted
    • Click "Delete Row"
    • Click "Submit" to save the changes

  • To edit a row in the matrix
    • Click "Edit" on the row that needs to be edited
    • Modify the fields that need to be changed  
    • Click "OK"
    • Click "Submit" to save the changes

   

  This is an individual tailoring option. 

  Instead of alphabetical, work groups can be set up round-robin distributing between a set number of processors as another option.