#Define invoice approval how to

The invoice approvals process enables designated approvers to review and approve or reject invoices created in the system. This feature is available for Supply Chain and Financials. Will be of interest to system administrators. Who creates or approves invoices should find parts of the discussion useful.

#Define invoice approval how to

This topic outlines how to set up and use the invoice approval process.

Use approval routing with recurring invoices.

Approval routing when Approver Buddy is in approver group.

Monitor the progress of an invoice through approval.

Understanding the PO generation logic for requisitions with specified invoice approvers.

Using the approval required feature for blanket invoices.

Assigning approvers to EDI 810 invoices.

Distribution review for manually created (non-PO) invoice types.

Changing a maximum dollar limit for an approver.

email notifications link to invoices for approval Set the notification type for invoice originators Support for direct access from mobile devices is also available providing an excellent workflow solution for management on the move.- Set an approver's notification type and Approver Buddy

Any approval actions via the browser-based Approval Console are effected instantly in the client’s on-premise Sage 300 implementation via Web Services. Web Approvals / Mobile Approvals A Web based Approval Console is available (an additional service) that allows simple & easy remote access by workflow approvers. Substitutions The substitution facility allows users to nominate another user to carry out their approvals while they are on leave. Integration with Purchase Orders Approved invoices are immediately inserted into the PO module after the final approval in the workflow. Alternatively, a periodic batch process can be run that will create a batch from the approved invoices in the Invoice Register. Integration with Accounts Payable Approved invoices can be immediately appended to an open AP Invoice batch from the final approval in the workflow. Delegated authority levels are supported the workflow will ensure that any delegate has adequate approval authority. Another example is the workflow can resolve the necessary approver at the authorisation level based on the invoice value.

Workflows route the Invoices to approvers, typically the cost centre manager but there are many options including the current actioner’s manager and also any specific users if necessary. Workflows Multiple workflows are supported to cater for different approval flows within organisations. Workflow Documents is integrated with Payables Workflow, so document scans can be easily attached at the point of entry and accessible throughout the approval workflow process. Once created in the Invoice Register the invoice is submitted into the workflow and routed for approval as per the customisable workflow definition. Invoice RegisterSupplier invoices are initially created into the Invoice Register the screens are very familiar to the standard AP/PO Invoice Entry screens. Workflow provides a sophisticated supplier invoice approval system for Sage 300. ORGANISATIONS CAN NOW INPUT SUPPLIER INVOICES (INCLUDING SCAN) AND HAVE THE DOCUMENT SUBMITTED TO WORKFLOWS FOR REQUIRED APPROVALS.

PAYABLES WORKFLOW PROVIDES ESSENTIAL FUNCTIONALITY FOR SAGE 300 SITES LOOKING TO AUTOMATE AND STREAMLINE THEIR PAYABLES PROCESS.