Apply Process

A process is applied to a transaction to initiate a workflow where tasks can be completed, and the transaction is moved to completion.

To apply a process to a transaction, you must be assigned the Apply Process permission in Security Administration, and the transaction must not have a process applied.

To apply a process, complete either of the following tasks:

Select and Apply Process on the Transactions grid. Select the appropriate Vanceo process for the transaction.
In Transaction Details, select Apply Process in the header.