Invoice splitting

Invoice lines for a single GE invoice can be sent to multiple coders and/or approvers. This is called invoice splitting. The process enables a parallel coding and approval workflow for the separated invoice lines.

An invoice can be split once. The person performing the split is the dispatcher. There can be only one dispatcher at any time for an invoice.

Each of the separate lines can be sent to their own person for further coding and/or approval. To send a line for a person, fill in the appropriate user name in the forwarding method and approval hierarchy.

You can only split invoices during accounting and manual matching tasks. You cannot split invoices during approval tasks.

If the line is account coded it is routed for approval. If the line is not coded, it is routed for account coding.

The Coder of the invoice is always the last user to have entered or updated and submitted one or more line accounts. This is not necessarily the same user as the dispatcher.

Reverting a split

Only the Dispatcher can revert a split. This means that one or more users must reassign their part of the invoice to the dispatcher. All invoice lines can then be returned to the original dispatcher by clicking Revert Split in the Task Details main menu. If the dispatcher decides to revert the split, all lines belonging to the invoice are automatically returned to the dispatcher.

All lines must be coded and approved before the invoice is imported to Oracle E-Business Suite.

Configuration

Invoice splitting can be enabled and disabled via the configuration parameter Enable invoice splitting.

You must also determine whether or not it is allowed to send invoice lines that do not have a valid account currently applied with the split functionality. This is determined by the the configuration parameter Require Valid Account Code For Invoice Splitting.

Split invoices in search result

In the Search invoices that have more than one coder or more than one approver are identified in the search results by an asterisk *.

Splitting and Determining Approver via Send To

You can use splitting in combination with the Send To field for selecting the next approver.

You can configure the Send to and splitting fields to exclude superusers, so they can not be selected.