PO Exception Flow

The system routes purchase order-related differences to the buyer who owns the purchase order. The system routes non-purchase-order exceptions, such as vendor information issues, duplicate invoices, and tax-related exceptions, to Accounts Payable.

Processing scenarios for Exception

These are the applicable scenarios for the exception:
Scenario Result Responsible User
The invoice unit price is within the configured vendor voucher tolerance The system updates the purchase order line unit cost through Generate A/P Transactions with Update Unit Cost. The system creates the voucher from the invoice total System
The invoice unit price exceeds the configured vendor voucher tolerance The system routes the invoice to the Review Center and includes the purchase order and variance details Buyer, then AP Approver
The buyer approves the variance The buyer submits the variance for approval. Accounts Payable approves the variance. The system updates the purchase order line unit cost and creates the voucher from the invoice total Buyer and AP Approver
The buyer rejects the variance and returns the invoice for correction The record is available in the Review Center. The buyer corrects the purchase order by reversing the receipt, updating the unit cost, and receiving the purchase order. The automation then revalidates the invoice. Buyer
The record is available in the Review Center as the validation is failed. The record returns to the Review Center with an updated exception reason. Assigned reviewer

Process flow for an outside- Tolerance Purchase Order Invoice

  • Open the invoice in the Review Center and use the Review Lines widget to compare invoice price, PO price, and variance.
  • Accept the variance and submit for AP approval, or reject and correct the PO in CSI.
  • The approved or corrected invoice is revalidated for the latest PO data. If validation is successful, the voucher is generated.
    Note: 
    • The invoice is approved automatically when the buyer and approver are the same user. The buyers must resolve all discrepancies before submission.
    • All the reviews and approvals are managed in the Review Center.