Creating approval categories

You can classify a Payables invoice for approval into an approval category based on your organization's requirements. Use this procedure to create approval categories for invocies.

Note: If the Enforce Existence Of Approval Category check box is selected on the Payables company, then you cannot add a new approval category that isn't displayed on the approval category list on the invoice. You must use this procedure so that the new approval category is available on the approval category list.
  1. Select Payables > Administration.
  2. In the Invoice Approval panel, click Approval Categories.
  3. Click Create.
  4. Specify this information:
    Finance Enterprise Group
    Select the finance enterprise group in which to use the approval category.
    Approval Category
    Specify the approval category name.
    Description
    Provide a description for the approval category.
  5. Click Save.