Creating invoice routing rules

Invoice routing rules are used to determine to whom an invoice is routed for approval. It is created in the same manner as invoice assignment rules.

  1. Select Invoice Routing Rules.
  2. Click Create.
  3. Specify this information:
    Name
    Specify a name for the invoice routing rule.
    Invoice Routing Rule
    Select a condition using Infor Pattern Language (IPL) syntax. The condition defines the selection criteria for the custom group.
    Approval Code
    Select an approval code. This approval code is displayed on the Submit Invoice For Approval form.
    Distribution Code
    Optionally, add a distribution code to the invoice routing rule.

    If the rule is applied to an invoice, this distribution code is used and distributions are created when the invoice is submitted for approval. This feature is applicable to all invoice entry templates except Match Invoice and Service Contract.

  4. Click Save.