How To: Edit Process Path

Table Of Contents

Edit the Process Path
Additional Information
Related Articles
The Sales Invoice Manager uses a process path made up of stages that control how invoices move through your workflow. You can customise these stages and their associated functionality to better match your business processes.

Edit the Process Path

  1. Open a Sales Invoice Manager screen (show me how).
  2. Open the Other Actions menu by either:
    • Pressing F9, or
    • Clicking the down arrow next to the green circle with a white cross icon on the toolbar.
  3. Select Edit Process Path.
    The Stages window opens.
  4. Make the required changes within the Stages window.
    For details of the available options and settings, see Edit Process Path.
  5. Click OK to save your changes.
  6. If prompted, close and reopen the Sales Invoice Manager screen for the changes to take effect.

Additional Information

  • Process paths determine how invoices progress through the Sales Invoice Manager.
  • Changes made to the process path affect all users who use that workflow.
  • Consider reviewing existing stages before making changes to ensure they continue to support your operational processes.

See Also


Did you find this article helpful?