Advanced

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You are here:  APFlow™ Module > Setup > Manage APFlow™ > Invoice Routing Tab > Invoice Routing Tab Fields and Grids >

Advanced

Go here to:

Create a new routing rule without going through the wizard.

Manage user roles.

Manage routing groups.

 

ManageAPFlowInvoiceRoutingtab-mh

 

1.Click Advanced.
 
Note:  You can also double click on the rule entry to access the Invoice Routing Rule Properties window.
 
The Invoice Routing Rule Properties window displays:
 
InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindow-mh
 
Add New Parent Rules or adjust existing rules here.
 

2.Click Manage User Roles, InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindowManageUserRolesbutton-mh. This is where you can assign users to roles.
 
The Manage User Roles dialog box similar to the following displays:
 
InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindowManageUserRolesbuttonManageUserRolesdialog-mh
 

3.Click Add or Edit.
 
InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindowManageUserRolesbuttonManageUserRolesdialogAddUserRoledialog-mh
 
In addition to adding a user role, you can also add or adjust the role's routing sequence for invoices and for DocRoute™.
 

4.Click OK.
 

5.Click Manage Routing Groups, InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindowManageRoutingGroups-mh.
 
InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindowManageRoutingGroupsManageRoutingRuleGroupsdialog-mh
 

6.Click Add.
 
The Add Routing Group dialog box displays:
 
InvoiceRoutingTabFieldAdvancedInvoiceRoutingRulePropertieswindowManageRoutingGroupsManageRoutingRuleGroupsdialogAddRoutingGroupsdialog-mh
 

7.In the Description field, add a new routing group.

8.Click the Active check box if the newly added routing group should immediately be active.

9.Click OK.