Setup Routing Enabled to Hold Payables Invoices

Summary:

The customer needs to carry out a validation flow of documents in Accounts Payable, prior to releasing the payment, passing through various business areas.

Content (required):

Example 1: Service Invoice Entry

1-Business Validation (purchases);

2-Validation of Taxes (tax);

3-Validation for Payment (accounts payable);

After the validations of all areas are completed, the document can be released for payment.

Since the validation must take place in the order and only by the responsible area, the responsible executor cannot have access to validate/approve the step of another area.

One of the solutions we found was the use of invoice holds and release through the Holds Resolution Routing functionality.