Adding a New Group

Use the IPP Supplier Groups to create and manage sets of vendors. Group vendors by industry type, Disburser user responsibility, or assign a particular set of invoice forms, rule sets, and/or Workflow routing to the group.

The ability to access the Group sub-tab is determined by the permissions assigned by the Disburser Administrator.

To create a new group and add suppliers to it:

From the Suppliers tab, click the Groups sub-tab. IPP displays a list of existing groups.
Click New Group to open the New Group page.
Required. Type the name in the Group Name field.
Type the group description in the Group Description field.
Select the type from the Group Type list.
To search for a vendor, type the name in the Vendor Name field and click Search.
Required. Select the box in the Assign column to add that vendor to the group.
Click OK.