pVault® can be configured to use Viewpoint's Service Work Order Routing. This option would automatically apply the reviewers on an invoice who were identified on the Viewpoint SM Work Orders screen. These reviewers can be identified on the Reviewer field, Info tab of the SM Work Order screen, in Viewpoint.
Service work order routing can be set up to run through pVault® and the user's bridged accounting system. Service work order routing can also be set up to run primarily through the user's bridged accounting system.
In pVault®
1.From the ribbon toolbar, click Administration.
2.Click Vaults, 
.
The Vaults window similar to the following displays:
3.Click to highlight the Viewpoint vault, if necessary.
4.Click Edit Vault.
The Vault Properties window similar to the following displays with the General tab active:
5.Click the Bridge tab.
The window similar to the following displays:
6.Click to select the Use Viewpoint's Service Work Order Routing Rules check box.
7.Click OK to close the Vault Properties window.
8.Click Close to close the Vaults window.
9.Minimize or close pVault®.
In Vista Viewpoint
Service Work Order Routing Reviewers can be assigned to a work order by using the Service Management module.
Using the Service Management module
1.Log in to Vista Viewpoint.
The Main Menu screen displays.
2.From the left navigation bar, click Service Management.
3.From the dropdown, click to select Programs.
4.From the right pane, select SM Work Orders.
The SM Work Orders screen similar to the following displays with the Info tab active:
5.With your cursor in the Reviewers field, click F4.
The dialog box similar to the following displays:
6.Click the reviewer entry in the lookup to update the Reviewer field in the SM Work Orders screen.
7.Make a note of the appropriate reviewer. In this example: MC
This is the reviewer who will be identified in pVault®.
8.In the SM Work Orders screen toolbar, click File.
9.From the dropdown menu, click Close.
10.In the Main Menu screen toolbar, click File.
11.From the dropdown menu, click Log Off to exit Viewpoint.
In pVault®
1.In the ribbon toolbar, click Administration.
2.From the Users dropdown, 
.
3.Click Users.
The User Accounts window similar to the following displays:
4.Click to highlight the user.
5.Click Edit User.
The User Properties window similar to the following will display with the General tab active:
6.Click the APFlow™ tab.
The window similar to the following displays:
7.In the Accounting System Mapping pane, click Reviewer Mapping to access the Reviewer lookup dialog box similar to the following:
8.Click to highlight the same name that you highlighted in the Vista Viewpoint Reviewer Lookup.
9.Click OK.
The reviewer's initials will display in the Reviewer Mapping field similar to the following:
Important: The Reviewer initials in Vista Viewpoint must match the Reviewer initials displaying in the Reviewer Mapping field for the Invoice Routing setup to be successful.
10.Click OK to close the User Properties window.
11.Click Close to exit the User Accounts window.