Additional PO invoice approval check purpose
Additional Approval applies to PO invoices. When enabled, the invoice requires an additional manual approval check before it is imported to Accounts Payables. The additional approval applies to both manually matched and automatically matched invoices.
The additional approval check is a confirmation only task. There are no extra validations performed to the standard validations performed during the matching process. If the invoice is rejected it follows the standard rejection workflow.
Additional Approval only works for purchase orders if Match Approval Level for shipments is set to 2-way.
Approval notification receiver
The additional approval check is performed in the Task Details window. A notification is sent according to these rules:
- Requester of the purchase receives the notification.
- If no requester applies, the Buyer on the purchase order receives the notification.
- If no Buyers apply, the standard PROCESSIT super user received the notification.
If more than one requester is involved in the matched invoice, each requester received an additional approval check notification. The invoice is not imported before all the checks have been performed.
Configuring Additional Approval
Additional Approval is configured in the Configuration Manager module under Additional Approval.
Enabling approval
To enable additional approval check for 2-Way PO invoices, set the configuration parameter Enable Additional Approval to Yes. This is done via standard parameters management.
Setting Approver Permissions
You specify whether or not the additional approver is allowed to change invoice information and matching with the configuration parameter Modify Invoice Details. This determines if the additional approver is allowed modify invoice details. If this parameter value is Y, the additional approver is allowed to modify the invoice details, if it is set to N, they are not.
Configure enabled line types
Additional approval is only applied to the line types that are enabled in the additional approval line type configuration table. To determine the line and purchase order types that trigger an additional approval check, use the checkbox in the Enable Approval column in the configuration table. if the box is checked, an additional approval check is triggered whenever a match is completed for that line and purchase order type.
Additional Approval Configuration table
- Enable approval - Determines if Additional Approval for the purchase order line type is enabled.
- Line type - Line type that should trigger an additional approval check.
- Purchase order type - Purchase order type for the involved purchase order.
- Description - Determines if Additional Approval for the purchase order line type is enabled.
- Purchase basis - Distribution purchase basis for the purchase order line.
- Matching basis - The defining purchase order / invoice field for data matching.
Buttons
Commit Data
Saves the current configuration.