Creating an invoice approval code

Invoice approval codes define the list of approvers along with the maximum invoice amount that each can approve.

  1. Select AP Administrator > AP Automation Setup > Invoice Approval Codes.
  2. Click New.

    Use the following guidelines to specify field values:

    Invoice Approval Code

    Specify a name for the approval code.

    Description

    Specify a description for the new approval code.

    Initial Approval Level

    Select:

    • First Approval Level

    • First Approval Level Authorized to Approve Invoice Amount

    • Specific Approval Level

    Final Approval Level

    Select:

    • Last Approval Level

    • First Approval Level Authorized to Approve Invoice Amount

    Assign Approvers Using Roles

    Select this check box if the routing approval is to be used with roles.

    Active

    Indicates if a record is Active or Inactive.

  3. Click Save.
  4. Create an Invoice Approval Level.
    1. Click New.

      If the Assign Approvers Using Roles check box is not selected, use the following guidelines to specify field values:

      Approval Level

      This is prepopulated.

      Approver or Approval Team

      Select the resource or the team to whom the invoice will be routed to for approval.

      Maximum Approval Amount

      Specify the maximum invoice amount that can be approved. This field is optional and depends on the approval level settings.

      Skip Next Approval Level

      Select this check box if you want the invoice to automatically skip the next approval level.

      Escalation Settings

      • Escalate After: Optional. Specify the number of days before the invoice will be automatically escalated.

      • Days to: Choose any of the following:

        • Next Approval Level: Select this option if the invoice will be escalated automatically to the next approval level.

        • Specific Approval Level: Select this option if the invoice will be escalated automatically to a specific approval level.

        Note: 

        When selecting Specific Approval Level, the Approval Level field becomes available. Select the appropriate approval level.

      If the Assign Approvers Using Roles check box is selected, use the following guidelines to specify field values:

      Approval Level

      This is prepopulated.

      Invoice Approval Role

      Select the Approval Role to be used.

      Maximum Approval Amount

      Specify the maximum invoice amount that can be approved. This field is optional and depends on the approval level settings.

      Skip Next Approval Level

      Select this check box if you want the invoice to automatically skip the next approval level.

      Escalation Settings

      • Escalate after: Optional. Specify the number of days before the invoice will be automatically escalated.

      • Days to: Choose any of the following:

        • Next Approval Level: Select this option if the invoice will be escalated automatically to the next approval level.

        • Specific Approval Level: Select this option if the invoice will be escalated automatically to a specific approval level.

        Note: 

        When selecting Specific Approval Level, the Approval Level field becomes available. Select the appropriate approval level.

    2. Click Save.