1 / 6

Workflow Approval Overview

What do I need to keep in mind? Use ‘Re-Submit for Approval’ to re-submit the invoice for approval Click Refresh Grid or login again to check if PO has been approved

xarles
Télécharger la présentation

Workflow Approval Overview

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. What do I need to keep in mind? • Use ‘Re-Submit for Approval’ to re-submit the invoice for approval • Click Refresh Grid or login again to check if PO has been approved • Default approver will be set per limit or cost centre / dept / analysis code but can be changed to different approver with a higher level of authorization on input Workflow Approval Overview

  2. What do I need to keep in mind? • Use ‘Re-Submit for Approval’ to re-submit the invoice for approval • Click Refresh Grid or login again to check if PO has been approved • Default approver will be set per limit or cost centre / dept / analysis code but can be changed to different approver with a higher level of authorization on input Workflow Approval Overview - Suppliers

  3. Workflow Approval Overview - Suppliers • What do I need to keep in mind? • Each cost centre / dept / analysis code needs approvers if budget method • You can overwrite the approver to an approver of a higher value if the default approver is sick or on leave or unavailable

  4. What do I need to keep in mind? • Use the Actions > ‘Re-Submit for Approval’ to re-submit the invoice for approval • Click Refresh Grid or login again to check if PO has been approved Workflow Approval – The Purchase Order Listing screen

  5. How to create a Purchase Order with Workflow Approval • What do I need to keep in mind? • Use ‘Re-Submit for Approval’ to re-submit the invoice to a different (higher value) approver

  6. Workflow Approval – The Purchase Order Listing screen • What do I need to keep in mind? • Only Approved PO’s will be available for Delivery • You can deliver & Invoice in multiple quantities if required • The remaining quantities will stay on the PO awaiting delivery

More Related