2 Replies Latest reply on Jul 17, 2019 2:44 PM by Bommi

    Need Invoice Approval only for two-way match and not 3-way match

    3383498
    3383498 May 30, 2019 4:49 AM

      Hello Gurus,

       

      Please can you advise how to approach on this:

       

       

      we have an existing  approval process for invoices when we’ve got a three-way match, between the approved PO, the invoice and goods receipt.  

       

      Please can you let us know if we can go for  request invoice approval (workflow) when we only have a two-way match between approved PO and the invoice, and need confirmation of goods receipt and not not during three-way match.

       

      Please gurus need suggestion

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        • 1. Re: Need Invoice Approval only for two-way match and not 3-way match
          J Reinhart
          J Reinhart Jul 1, 2019 11:25 AM (in response to 3383498)

          If you can't find another way,  you could set the workflow to approve any invoice that is matched to a receipt, and to carry on with the regular workflow process otherwise.

           

          If this is useful, please take a moment to select this response and click the Helpful button.

           

          Regards,

           

          J

          • 2. Re: Need Invoice Approval only for two-way match and not 3-way match
            Bommi
            Bommi Jul 17, 2019 2:44 PM (in response to 3383498)

            Hi,

             

            We done the similar requirement where we are auto approving the Invoices which are created on 3-Way POs having Receipts and sending for approval if invoice is on 2-Way.

             

            For this we have customized the workflow by adding a function in workflow. This workflow function is nothing but a DB Package procedure, where we are checking whether the invoice is created on 3-Way PO based or 2-Way PO based. Accordingly we are auto approving or sending for approval

             

            Mark my response as helpful/correct if it anyway helped you

             

            Regards,

            Bommi