Customizing the 3 Way Match Vendor Bill Approval
You can customize the 3 Way Match Vendor Bill Approval Workflow by enabling only the features that meet your specific requirements. You can choose which exception criteria to execute in your custom workflow and rearrange the sequence of actions.
To begin the customization, you must create a copy of the workflow. On the workflow page, point to the More link and then click Make Copy. For more information, see Copying a Workflow.
The default 3 Way Match Vendor Bill Approval Workflow states, actions, and transitions are copied to your custom workflow. The action scripts and saved searches are available for use. Click the following links to view the complete list of states and exception criteria:
To learn how to customize the 3 Way Match Approval Workflow, see the following:
You should only add customizations documented in the following topics. Adding undocumented customizations may cause issues.
After you complete your customization, you must run the workflow. For instructions on running the workflow, see Running the 3 Way Match Vendor Bill Approval Workflow.