You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to create auto approve rule for credit memo where business is not following return to vendor

in Payables, Payments & Cash Management 1 comment

Summary:

Business Scenario:

Currently the existing working functionality is "If we have Invoice type as "Credit Memos" then the Invoice is "Sent of Approval " .

Business Expectation: If we have Invoice type as "Credit Memos" then the Invoice has to be "Auto-approved ".

Case 1:

Whenever an order is received and customer wants to return a certain quantity of order and receive the amount, at that time PO comments are updated with relavant details like how much amount or quantity needs to be returned to take care of credit memo creation activity.

Supplier sends request to AP team that they need a credit as per mentioned comments, then AP team goes ahead and creates a credit memo ex: -1000$, at this case it is sent for approval. Here the Business wants to place the rule with auto approve for Credit memo Invoices.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!