Routing a Document

The e-doc process supports both pre-established workflow routing and ad hoc routing. In workflow routing, the KFS routes the document to the proper users based on business rules established in Workflow. Ad hoc routing allows a user to route the document to one or more individual users and/or groups for approval, acknowledgement, or FYI.

Unless you want to add an ad hoc routing, select one of the action buttons to route the document in the predefined routing hierarchy.

Warning! Ad Hoc Routing in the Purchasing/Accounts Payable Module
Ad hoc routing is not available in Purchasing/Accounts Payable documents because the workflow statuses are closely related to the document statuses (PO and requisition status, etc.). For information about document routing, see Route Levels and Workflow Routing.

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Using the Action List