Creating a service definition for invoice approval

To create a custom invoice routing flow, you must first create a service definition.

  1. Select Process Server Administrator > Configuration > Service Definitions.
  2. Click New.
  3. Specify this information:
    Service

    Specify a service name.

    Description

    Specify a description for the service.

    Service Is Enabled

    Select this check box to enable the service definition.

    Criteria Name 1,2,3

    Optionally, specify a criteria name.

  4. Click Save.
  5. On the Processes tab, click New.
  6. Specify this information:
    Service

    This is pre-populated with the service name.

    Process Definition

    Select InvoiceApproval.

    Service Process Is Enabled

    Select this check box to link the service definition to the process.

    Criteria Name 1,2,3

    Optionally, specify a criteria name.

  7. Click Save.