Creating an invoice routing rule

Invoice Routing Rules are used to determine to whom an invoice must route for approval. You can create this routing rule the same manner as Invoice Assignment Rules.

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

    Specify a name for the routing rule.

    Description

    Specify a description for the rule.

    Invoice Routing Rule

    Select the custom group that determines the invoices that the invoice routing rule applies to.

    See Creating custom groups for AP Invoice Automation.

    Auto Approve

    Select this check box to automatically approve invoices using this rule. If you do not select this check box, you must select an Approval Code.

    Approval Code

    If you did not select Auto Approve, select the approval code to use for the routing rule.

  4. Click Save.