Applying Invoice Approval Routing Codes

You can assign routing codes to subcontractors, vendors, or jobs in their respective maintenance screens.

For more information on routing hierarchies, refer to [NO TITLE FOUND].

Example: Assigning a routing code to a vendor.

  1. On the Site Map, select Accounts Payable > Maintenance > Vendors.
  2. In the Search field, enter a vendor code.
  3. On the Vendor Info Bar, click the Defaults option to open the Vendor Defaults page, then click the Edit button.
  4. In the Invoice approval section, you can enter or select a default routing code for this vendor. You can also specify an Invoice dollar limit and an alternative routing code in case the invoice exceeds the limit.
  5. Click Save to retain your changes.
    Tip: Invoice Routing codes are initially set up in the Invoice Approval Routing Maintenance screen.