Editing Routing Rules

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You are here:  Sage Intacct Paperless Administration > APFlow™ Settings > Routing Rules >

Editing Routing Rules

APFlowSettingsRoutingRulespopulated-mh

 

 

1.From My Paperless, click APFlow™ Settings.

2.In the APFlow™ Settings navigation bar, click Routing Rules.
 
The following page displays:
 
APFlowSettingsRoutingRulesexistingroutingruletoedit-mh
 

3.Click the edit icon, Editicon-mh, of an existing routing rule.
 
The following page displays with the GENERAL tab active.
 
APFlowSettingsRoutingRuleseditingexistingroutingrule-mh
 
Here you can change the routing rule status, exclusivity status and groups.
 

4.Click SAVE.

5.Click the RULES tab.
 
Based on the rules you entered, a page similar to the following page displays:
 
APFlowSettingsRoutingRuleseditingexistingroutingruleRulestab-mh
 

6.Make any necessary modifications.

7.Click the SEQUENCE tab.
 
The following page displays:
 
APFlowSettingsRoutingRuleseditingexistingroutingruleSequencetabpage-mh
 
Here you can see the routing sequence.
 

8.If appropriate, add or delete routing rule recipients.

9.If appropriate, apply or remove route templates.
 
Important:  The same reviewer can display more than once in your route. You assigned the reviewer when you clicked Assignbutton-mh.
 
Then that same reviewer was associated with the template you selected when you clicked ApplyTemplatesbutton-mh.
If that reviewer has two different sequence numbers, that reviewer could be in your route twice. Your Reviewer Assignment for you route could resemble the following:
 
APFlowSettingsRoutingRulesReviewerAssignmentduplicatereviewercards-mh
 

10. Click Savebutton3 to save your changes.