Defining Process Levels

A process level is a part of a company, such as a division, a department, or cost center. You define at least one process level for each Accounts Payable company. You might want to define more than one process level, based on your organizational structure and processing needs.

This procedure describes how to define a process level.

To define a process level

  1. Access Process Level (AP00.5).
  2. Select the Address tab to define address information.
  3. Select the Codes tab to define and maintain accounts payable processing codes for the company and assign a default cash code. The process level uses the accounts payable processing codes assigned to the company unless you override them in this tab. If you want to assign different codes to a process level, define additional accounts payable codes. For more information, see the Accounts Payable User Guide.
  4. Select the Invoice tab to define invoice posting accounts.
  5. Select the Receipt tab to define and maintain account information used in invoice match processing.
  6. Select the Add form action to add the process level.

Related Reports and Inquiries

To Use
List your companies

Vendor Group-Company Listing (AP200)

In the Company listing option field, select Yes. In the Include Process Levels field, select Yes.
Display relationships between a pay group and Accounts Payable companies and process levels Pay Group Company Relationship (AP01.4)
List pay group information for one or all pay groups Pay Group Listing (AP201)