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    Maullin Shah
    Manual Edit Taxes on AP invoice requires WF approval from...
    Topic posted January 23, 2018 by Maullin ShahBlue Ribbon: 750+ Points, last edited January 30, 2019, tagged Compliance, Financials, Payables 
    48 Views, 1 Comment
    Title:
    Manual Edit Taxes on AP invoice requires WF approval from Tax team
    Summary:
    Manual Edit Taxes on AP invoice requires WF approval from Tax team
    Content:

    Hello All,

    We are on Oracle ERP Cloud - Financials R13 (update 17D)

    Module : AP 

    We have provided functionality to edit taxes to AP users, in case there is incorrect tax lines on Supplier invoice or no tax lines on supplier invoice.  Now, from compliance standpoint, we wanted some kind of Hold or approval process for this manual edits in the system, before Invoice is validated and paid.

    Kindly suggest your thoughts to achieve this requirement.  Is there any Tax related "System Hold" or condition we can provide in AP invoice WF or any other suggestion?

    Thanks.

    with regards, Maullin Shah

    Comment

     

    • Becky Alvarez

      Once an invoice has been approved. if a change is made to the Tax amount, it will trigger a re-approval. So I guess my first question would be are these invoices going to be entered and then approved?  If not then if you do change the tax amount, it will trigger a re-validation of the invoice but if the invoice is not subject to approval it will not be submitted for re-approval.