Creating invoice approval codes and levels

  1. Sign in as Application Administrator or Payables Manager.
  2. 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.

  3. Click Create.
  4. 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.
  5. Click Save.
  6. In the Invoice Approval Levels section, click Create.
  7. Specify an Approver or Approval Team.
  8. 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.
  9. 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.
  10. Click Save.