Creating a Route

After you have activated routing, you need to create at least one route. A route is a predefined list of recipients where a document is sent, in order, for processing.

To create a new route:

  1. From the main menu, choose 16: Work with Routing Definitions.

    Work with Routing Definitions displays.
  2. Press F6.

    Edit Routing Definition displays.


  3. InDefinition, type an internal system name for this route. This is not the name that displays for users. The Description displays for users.

    For example: PAYINV
  4. In Description, type a meaningful description for this route that displays for users in the web interface.

    For example: Approve Invoices for Payment

  5. Press Enter.

    The message Record added displays, and the route is created.

  6. Continue to Adding Steps to a Route.

 

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4.0 | 201802260747 | February, 2018