Creating invoice approval codes and levels
- Sign in as Application Administrator or Payables Manager.
-
For Application Administrator, select Financials > Payables > Payables Setup > Invoice Approval Setup > Invoice Approval Codes.
For Payables Manager, select Setup > Invoice Approval Setup > Invoice Approval Codes.
- Click Create.
-
Specify this information:
- Vendor Group
- Specify a vendor group.
- Invoice Approval Code
- Specify an invoice approval code.
- Description
- Provide a description.
- Currency
- Specify the currency used for the invoice.
- Assign Approvers Using Roles
- Select the check box to assign approvers by their roles.
- Uses Team Member Assignment
- Select the check box to enable dynamic member assignment. Users can assign the invoice to a specific approver on the team within the routing approval path.
- Initial Approval Level
- Select the first person who is authorized to approve the invoice.
- Final Approval Level
- Select the final person who is authorized to approve the invoice.
- Active
- Select the check box to make the invoice approval code active.
- Click Save.
- In the Invoice Approval Levels section, click Create.
- Specify an Approver or Approval Team.
-
Specify this information:
- Maximum Approval Amount
- Specify a maximum amount that the approver or approval team is allowed to approve.
- Skip Next Approval Level
- Select this check box to automatically skip to the next approval level, then specify the level to which to skip.
-
In the Escalation Settings section, specify this
information:
- Escalate After
- Specify the number of days after which this approval is escalated to the next level.
- Days to
- Select whether to escalate the invoice to the Next Approval Level or to a Specific Approval Level.
- Approval Level
- If you select Specific Approval Level in the Days to field, then specify the level to which to escalate the invoice.
- Click Save.