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Auto Approve POs that have been Matched & Received

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


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


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


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.


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