We have a requirement to initiate Invoice Approval only for Prepayments. I was able to make the necessary setup in AME to take care of the necessary approval mechanism. However as the 'Use Invoice Approval Workflow' option is chcked int Payables Options, 'Standard' AP Invoices are also requiring approval. Now we do not want any approval for Standard invoices. Is there any way to implement this? There is a Force approval option, but that would require opening each AP invoice one by one and will be vey time consuming. Is there anyway to bypass Invoice approval for Standard Invoices even with 'Use Invoice Approval Workflow' is checked?
You can try defining a condition based on SUPPLIER_INVOICE_TYPE_LOOKUP_CODE attribute and attach this condition to your rule. This may work in your case as you can give value as PREPAYMENT for this attribute.
Edited by: Tarun Sharma on Feb 29, 2012 3:34 PM
Since the Use Invoice Approval is checked, so all the invoices are waiting for approval. The moment the approval is initiated to the invoices, it checks the AME rules and finds out that standard invoices do not require approval. So it will automatically approve the standard invoices and they will not go thorugh the approval cycle.
In order to achieve this, please schedule the concurrent program Invoice Approval. The scehduling can be as quickly as you need. When this concurrtent program runs, it will pick all the standard invoices which are ready for approval and approve them automatically.
The Standard Invoices still have the Approval Status as 'Initiated' after running the Invice Approval program.
The query in Attributes is:
from ap_invoices_all ai, ap_system_parameters_all asp
and ai.invoice_type_lookup_code='PAYMENT REQUEST'
and ai.org_id = asp.org_id;
Edited by: user5793782 on Feb 29, 2012 4:40 AM
Edited by: user5793782 on Feb 29, 2012 5:22 AM
Go to PAYABLES>SETUP>INVOICE>APPROVAL WORKFLOW
Click SETUP icon for Payables Invoice Approval
Click CONDITION under Setup
Click CREATE button
Select SUPPLIER_INVOICE_TYPE_LOOKUP_CODE for Attribute
Put Prepayment in String Value
Now go to Rules
Click Create Button
Enter Name - e.g. Require approval for Prepayment
Click Add Condition
Select SUPPLIER_INVOICE_TYPE_LOOKUP_CODE in (Prepayment)
Click Continue, click next
Add Action Type
Note: You should inactive/delete the existing rules to prevent rule conflicts.
Let me know if it works. Thanks.