Approval Payables Options

Use Invoice Approval Workflow

Enable this option if you want to use the Invoice Approval Workflow feature to automate your invoice approval process. The workflow determines if an invoice needs any individuals to approve payment of the entire invoice (document) or invoice line, and if so, automatically routes the invoice to designated approvers who then approve or reject the invoice document or line. When you enable this option, almost all invoices must be processed by the Invoice Approval Workflow.

Note: The system automatically initiates invoice approval workflow for self service invoices that are not matched to a purchase order and that come from iSupplier Portal or the Payables Request responsibility.

Allow Force Approval

Enable this option if you use the Invoice Approval Workflow Program and want to allow accounts payable processors to override the workflow and manually approve invoices or invoice lines. Use the Invoice Actions window to manually approve the invoice document or the Force Line Approval check box to manually approve the invoice line. For example, you might want to force approve an invoice if the Invoice Approval Workflow does not complete for an invoice, or if you have authority to pay an invoice without using the workflow process.

Approval Processing Sequence

Select the order of how the system executes the accounting, approval, and validation processes.

Note: For self-service invoices that are not matched to a purchase order and that come from iSupplier Portal or the Payables Request responsibility, approval is always required before validation regardless of the option selected.

Options Included

• Require Validation Before Approval: If you enable this option, then Invoice Approval Workflow does not select any invoice for processing unless the invoice status is Validated. You might want to enable this option if you need the Invoice Validation process to create tax distributions for an invoice before approvers review it.

You cannot enable this option unless you first enable the Use Invoice Approval Workflow Payables option.

 

• Require Accounting Before Approval: If you enable this option, then Invoice Approval Workflow does not select any invoice for processing unless the invoice status is Accounted. The validation process always runs before the accounting process.