Creating an invoice routing category

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

  1. Select AP Administrator > AP Automation Setup > Invoice Routing Categories.
  2. Click New.
  3. Specify this information:
    Invoice Routing Category

    Specify a name for the invoice routing category.

    Description

    Specify a description for the invoice routing category.

  4. Click Save.
  5. Create Invoice Approval Assignments.
    1. Click New and specify this information:
      Finance Resource

      Select the actor or resource to whom the role is applied.

      Invoice Approval Role

      Select the role to apply to the resource.

    2. Click Save.