Creating a service definition for cash forecast approval

Service definitions are optional for the cash forecast approval process.
  1. Access Process Server Administrator > Configuration > Service Definitions.
  2. From the Actions menu, select Create.
  3. Specify this information:
    Service

    Specify CashForecastApproval as the service name.

    Description

    Specify a description.

    Service Is Enabled

    Select this check box to enable the service.

    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 CashForecastApproval.

    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.