Creating invoice routing categories

Invoice approval categories are used by the invoice routing approval rules that use routing by role.

  1. Select Invoice Routing Categories.
  2. For Application Administrator, select Financials > Payables > Payables Setup > Invoice Approval Setup > Invoice Routing Categories.

    For Payables Manager, select Setup > Invoice Approval Setup > Invoice Routing Categories.

  3. Click Create.
  4. Specify this information:
    Vendor Group
    Specify a vendor group.
    Invoice Routing Category
    Specify a name for the invoice routing category.
    Description
    Provide a description.
    Active
    Select the check box to make the invoice approval category active.
  5. Click Save.