We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey
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

Auto Approve POs that have been Matched & Received

Received Response
17
Views
2
Comments
edited Jun 4, 2021 5:35AM in Payables, Payments & Cash Management 2 comments

Content

Hi. Using the Approval Workflow spreadsheet, does anyone know the criteria to have Invoices that are PO matched AND Received to auto approve. Currently we are saying:

if Invoice Header PO Matched = Yes

and if 

Invoice Line Receipt Matched = Yes

then 

Auto Approve

But it is not working as expected. Also need to do the inverse where:

if Invoice Header PO Matched = Yes

and if 

if Invoice Line Receipt Matched = No

then

Route to Project Manager or Requester depending if PO is Project-related or not

Not sure if the Invoice Line Receipt Matched is the way to accomplish the Receipt requirement. Any ideas to accomplish the Receipt requirement appreciated! Thank you.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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