ReadSoft PROCESS DIRECTOR User Guide
View document versions.................................................................................................................. 34
Split documents................................................................................................................................ 36
Messages, notes, texts and attachments................................................................................................... 37
Send messages................................................................................................................................ 37
Predefined email addresses.................................................................................................. 39
Add and view notes..........................................................................................................................41
Add and view texts...........................................................................................................................42
Add text to header data........................................................................................................ 43
Add text to line items............................................................................................................ 43
Add and view attachments...............................................................................................................44
Add attachments....................................................................................................................44
View attachments...................................................................................................................47
Delete attachments................................................................................................................47
Check and post documents........................................................................................................................ 49
Check a document........................................................................................................................... 49
Reject a document........................................................................................................................... 49
Post a document.............................................................................................................................. 50
Posting via an SAP transaction....................................................................................................... 51
Link a document to an existing SAP document...............................................................................51
Reverse a document........................................................................................................................ 52
Display external data........................................................................................................................53
Cross-company code posting...........................................................................................................54
About cross-company posting............................................................................................... 54
Post a cross-company code document.................................................................................54
Use workflows............................................................................................................................................. 55
Start a workflow................................................................................................................................55
Start a one-step workflow......................................................................................................56
Start a multi-step workflow.................................................................................................... 56
Add and remove processors............................................................................................................ 56
Add a processor.................................................................................................................... 56
Remove a processor............................................................................................................. 57
Recall a workflow............................................................................................................................. 58
Recall Accounts Payable documents...............................................................................................58
View workflow status........................................................................................................................ 59
Approve documents..........................................................................................................................61
Approve line items............................................................................................................................61
Reject documents............................................................................................................................. 62
Forward documents.......................................................................................................................... 62
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