Enterprise Software Solutions

Invoice Approval

If an unmatched invoice requires secondary review and approval by non-EnterpriseOne users within the business, an email is sent to the approver's inbox. Invoices can be quickly viewed from within EnterpriseOne or outside the ERP using a Web browser, allowing reviewers to:

• Approve the invoice for payment as sent;
• Update or revise data on the invoice and approve with changes;
• Forward the invoice to another approver; or
• Reject the invoice for return to AP.

Approval Process

When the approver clicks on the hyperlink to open the request, the approver claims ownership of the invoice, preventing other approvers from acting on the invoice. The AP user within EnterpriseOne will be able to view SI invoices with Document Status of ‘45 – Pending External Approval,’ but will not have the ability to code or post the invoice until approved.

approval screen shot

The approver can perform one of several actions:

• Approve – stamps document as approved in the audit history and routes it to the next approver in the matrix.

• Reject – prompts the user to specify a reason for rejection from a pre-defined drop down list and enter required comments. o Upon rejection, request is routed back to the Coder (with email notification, if configured in their user account profile).

• On Hold – places request back in the user’s ‘Owned Documents’ inbox to be processed at a later time.

• Cancel – places request back in the ‘Available Documents’ inbox and ignores any changes/updates entered.

When an invoice request has satisfied all approval rules, the corresponding entry in the EnterpriseOne Work Queue is updated and the Document Status is set to ‘80 – Approved.’ At this point, AP can review and post the invoice to the general ledger or generate a forward request if any other information/action is necessary.

More Information

For more information on TransForm AP, or to schedule a personal demonstration, please contact Litco Systems sales at 905.470.6366 or email info@litcosys.ca

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