Where is the best place to learn about setting up the AP Approval process/Workflow? I have looked in University catalog and nothing seems to really fit.
Thanks!
Where is the best place to learn about setting up the AP Approval process/Workflow? I have looked in University catalog and nothing seems to really fit.
Thanks!
I tried to edit my original post to add more info. We need to do at least three “tiers” of approval depending on the amount of the payment. I did figure out how to approve Bills for Payment but want to add the criteria for different people to approve them and the the Assignments and Approvals Maps don’t seem to really fit the bill but I feel as though I am missing something there.
Hello...did you ever find any documents to help? I am looking everywhere.
Let me know if you need clarifications. This is the strategy I use, so it may not apply to you.
One option is to group approval types by the type of bill, and who should approve them. Keep in mind that the Company Tree lists the approval workgroups. People can be in multiple workgroups. The approval map flows top to bottom - items that finish approval in an earlier step will not hit later steps.
Conditions ---
Each step has conditions like these above the first “Catch-All” in the steps below:
And these conditions like these below the first “Catch-All” in the steps below:
Rule Actions ---
Items to approve by one person, the rule action is “Approve Document”.
Items to approve by multiple people, the rule action is “Collect All Approvals from This Step”. Warning - Each set of approvers must be in a separate step. ALSO, if an approver assigned in the first step is also assigned in the second step, they will approve both steps when marking Approved. A person in a top Company Tree workgroup can also see/approve everything assigned in their lower Company Tree workgroup.
When assigning by PO, the rule action for employee is ((Transactions.PONbr.EmployeeID.AcctCD)). Warning - Either leave the Workgroup blank, or create a Company Tree workgroup with all possible PO Owners.
I have these steps in production:
Steps---
X Project
Company 1 - Assets and Liabilities
Company 1 - By Vendor
Company 1 - By Overhead Project
Company 1 - Matched PO
Branch Catch-All
Company 3 - By Vendor
Company 3 - 1st Dual Approval, By Vendor
Company 3 - 2nd Dual Approval, By Vendor
Company 3 - 1st Dual Approval by Vendor Class
Company 3 - 2nd Dual Approval by Vendor Class
Company 3 - By Vendor Class
Company 3 - Matched PO
Company 3 - No PO, By Vendor
Company 3 - No PO, Catch-All
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