ReadSoft Process Director Web Application User Guide
Add text to line items............................................................................................................ 32
Add and view attachments...............................................................................................................33
Add attachments....................................................................................................................33
View attachments...................................................................................................................33
Delete attachments................................................................................................................34
Check and post documents........................................................................................................................ 36
Check a document........................................................................................................................... 36
Reject a document........................................................................................................................... 36
Display rejected documents in the workflow history (PD AP only)........................................37
Post a document.............................................................................................................................. 37
Link a document to an existing SAP document...............................................................................38
Reverse a document........................................................................................................................ 39
About workflows.......................................................................................................................................... 40
Start a workflow................................................................................................................................40
Start a one-step workflow......................................................................................................40
Start a multi-step workflow.................................................................................................... 41
Add and remove processors............................................................................................................ 41
Add a processor.................................................................................................................... 41
Remove a processor............................................................................................................. 41
Recall a workflow............................................................................................................................. 42
Recall Accounts Payable documents...............................................................................................42
View workflow status........................................................................................................................ 43
Approve documents..........................................................................................................................43
Approve line items............................................................................................................................44
Reject documents............................................................................................................................. 44
Forward documents.......................................................................................................................... 45
Send and answer queries................................................................................................................ 45
Send a query......................................................................................................................... 45
Answer a query..................................................................................................................... 46
Change personal settings........................................................................................................................... 47
Change user data and password.....................................................................................................47
Change user settings....................................................................................................................... 48
Assign substitutes.............................................................................................................................48
Active substitutes...................................................................................................................48
Passive substitutes................................................................................................................ 49
Add substitutes...................................................................................................................... 49
Change and delete substitutes..............................................................................................49
Accounts Payable........................................................................................................................................51
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