How To: Edit Process Path

To make changes to the stages and functionality in the Sales Invoice Manager:

  1. Open a Sales Invoice Manager screen (show me how).
  2. Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the green circle with a white cross icon at the top of the button bar.
  3. Select "Edit Process Path" from the Other Actions menu to display the Stages dialog.
  4. In the Stages dialog make the appropriate changes, for the options available, please see Edit Process Path.
  5. Click on OK. You maybe prompted to close and reopen the Sales Invoice screen.

See Also

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