Payables & Cash Management

Get Involved. Join the Conversation.

Topic

    Ed van Kessel
    How to handle Cancelled lines in invoice approval
    Topic posted October 16, 2019 by Ed van KesselRed Ribbon: 250+ Points, tagged Payables 
    16 Views, 1 Comment
    Title:
    How to handle Cancelled lines in invoice approval
    Summary:
    The BPM requires some approval of the discarded lines but I don't know what to use.
    Content:

    We are doing invoice approval based on Job Level Hierarchy and using cost centre managers .

    Scenario 1 is: enter an invoice with

    Line 1 assigned to accounting code xx.12345.CC1...

    Line 2 assigned to accounting code xx.12345.CC2...

    Invoice approvals will send the invoice for approval to managers for both CC1 and CC2.

    Scenario 2 is same invoice, but then cancel line 1.  

    If you look at the APList for the invoice, the Discarded Status Indicator is Y, so this looks like a good field to use for criteria.

    In approval rules, if I set rules in place at all participants levels that Skip Approval for Discarded Status Indicator is Y , the workflow rejects.  From testing, it appears it wants to end with some appropriate type of action.

    Any suggestion how this can be handled would be appreciated.

    Comment

     

    • Kevin McCulley

      Our invoice approval rules specifically exclude 0.00 value item lines - i.e. rule is >0.00 not >=0.00

      It's not the most elegant solution, but it is effective for ensuring cancelled lines do not add an approver.