Creating invoice approval codes

  1. Select Payables > Administration.
  2. In the Invoice Approval panel, click Invoice Approval Codes.
  3. Click Create.
  4. Specify this information:
    Vendor Group
    Select a vendor group for which to apply the invoice approval code.
    Invoice Approval Code
    Specify the identifier for the invoice approval code.
    Description
    Provide a description for the invoice approval code.
    Currency
    Optionally, select a currency to use for the Maximum Approval Amount in the approval levels of this invoice approval code.
    Assign Approvers Using Roles
    Select this check box to assign approvers using invoice approval roles. You must set up invoice approval roles, an invoice routing category that uses the roles, and an invoice routing rule that uses this invoice approval code for the proper routing of invoices.

    See these topics:

    Uses Team Member Assignment
    Select this 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 approver who is authorized to accept the invoice.
    Final Approval Level
    Select the final approver who is authorized to accept the invoice.
  5. Click Save.

Creating invoice approval levels

  1. Select Payables > Administration.
  2. In the Invoice Approval panel, click Invoice Approval Codes.
  3. Select an invoice approval code.
  4. In the Invoice Approval Levels section, click Create.
  5. Select either an Approver, an Approval Team, or an Approval Position.

    In the invoice approval code, the Assign Approvers Using Roles check box cannot be selected when you select an approver, team, or position for the approver level.

  6. Specify this information:
    Maximum Approval Amount
    Specify the maximum invoice amount that an approver can accept. The currency for this amount can be defined on the invoice approval code.
    Skip Next Approval Level
    You can select this check box to skip to another approval level after this level is complete. The Skip To Level field is displayed.
    Skip To Level
    Select the invoice approval level that the system proceeds with after completing this approval level.
  7. 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.
  8. Click Save.