Payables & Cash Management

Get Involved. Join the Conversation.

Topic

    Siddharth Srinivasan
    Invoice Validation and Approval Status
    Topic posted December 9, 2018 by Siddharth SrinivasanRed Ribbon: 250+ Points, last edited February 6, 2019, tagged Payables 
    654 Views, 3 Comments
    Title:
    Invoice Validation and Approval Status
    Summary:
    Invoice Validation and Approval Status Definitions
    Content:

    Hi Gurus,

    Is there a document which gives us the definitions of every Invoice status ?

    Can some one tell me the difference between Approved and Workflow Approved. In which scenario would the Invoice Approval status be Approved?

    When will the Invoice Validation status be Not Required?

    I would be grateful if some one could explain this to me

    Regards,

    Siddharth

    Approval Status

    Definition

    Approved

    An invoice which has been Approved

    Cancelled

    An Invoice which has been Cancelled

    Initiated

    An Invoice has been submitted for Approval

    Manually Approved

    An Invoice which has been Approved using the Force Approve Functionality

    Not Required

     

    Rejected

    An invoice which has been rejected by the Approver

    Required

    The invoice needs to be approved and has not been submitted for Approval

    Resubmit for Approval

    Changes were made to the Invoice which would need to be reapproved

    Withdrawn

    The invoice approval was withdrawn by the user submitting for approval

    Workflow Approved

    Invoice approved by the workflow

    Version:
    Oracle Cloud AP R13 18C

    Comment

     

    • Felix Beaudoin

      Hey Siddharth!

      I verified in the implementation and user guides for AP but could not find a table containing the definitions of each. To obtain examples for each, you would most likely need to ask Oracle or maybe another Guru can assist with supporting documentation.
      As for the difference between Approved and Workflow Approved, Approved it is AutoApproved based on some thresholds in your workflow. Workflow Approved is because it was processed through your workflow and then approved by a user with the necessary thresholds (I may be mixing both of these up where Approved is user and Workflow is automated approvals?).
      An Invoice of Not Required would most likely be because it does not meet the minimum threshold criteria (say <5$) to even be processed by the workflow for approval. Then it would be flagged as Not Required.
      Someone else can confirm if needed but this seems to be the logic definition for each.
      Hope this helps!
      Regards,
      Felix

      • Siddharth Srinivasan

        Thanks for the response Felix , i was under the assumption that workflow approved would happen based on the rules setup in BPM for auto approve. I am not sure when the status of the invoice would be Approved.

        Coming to Not Required status , how is it different from Auto approve ?

        When the the invoice is flagged as not required , will it be considered as approved and can be used for payments?

        Regards,

        Siddharth

        • Ujas Bhatt

          Hi Siddharth,

          Not Required status generally appears when you have Expense Report / Cash Advance coming to Payables (Invoice Type: Payment Request) as an Invoice, the status will show Not required because Expense Report / Cash Advance already undergone approvals within Expense Module.

          These type of invoices can be considered approved and can be processed for payments.

          Regards,

          Ujas