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.

    Use the following guidelines to specify field values:

    Invoice Routing Category

    Specify a name for the invoice routing category.

    Description

    Specify a description for the invoice routing category.

  3. Click Save.
  4. Create Invoice Approval Assignments.
    1. Click New.

      Use the following guidelines to specify field values:

      Finance Resource

      Select the actor or resource to whom the role will be applied to.

      Invoice Approval Role

      Select the role to be applied to the resource.

    2. Click Save.