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Admin Setup in TimberScan

 

Setup in TimberScan Admin

 
 
In Admin > Routing Settings.
 
Select the Routing Rules that you require.  Routing Rule #12 is the one to use for Automatic Routing.
 
 
 
 
 
 
Select Approval Group Members.
 
 
  Now all new jobs assigned to John Jones in Sage 300 CRE will automatically be assigned in TimberScan.
 
 
Adding the approver’s Job Authorization code to the Approval Group Members is all that needs to be done. 
 
When a new job is created in Sage 300 CRE and the approver is selected in Approval ID, then the invoices for that Job will authomatically be routed to the selected approver.
 
Note: The jobs listed with this example were set up previously. 
 
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