Setting Up Invoice Approval Routing Codes

The following shows how to manage invoice approval and routing codes.

Part A: Setting up Invoice Approval

  1. On the Site Map, click System Administration > Installation > Accounts Payable.

  2. Click the Invoice Approval tab and then select the Use Invoice Approval processing checkbox.

  3. If you intend to use routing codes all the time, make sure the Send to A/P Vendor Invoice Entry if no routing code defaults checkbox is clear.

  4. Select the other defaults in the Invoice Approval tab and then save your changes and return to the main menu.

Part B: Adding a New Routing Code

  1. Click Accounts Payable > Maintenance > Invoice Approval Routing.

  2. Click New; complete the Routing code and Description fields.

  3. At the Confirmation box, select a Confirmer (based on operator IDs).

  4. Select the E-mail notification? checkbox.

  5. Set up a routing path by adding a list of reviewers. Drop-down lists are available for selecting reviewers.
    Tip: Reviewers follow the order of the list, so low-level reviewers should be listed first.
  6. Click OK twice to save your changes and return to the main menu.

    To learn how to apply the routing code you just set up to an unapproved invoice, refer to the Applying Invoice Approval Routing Codes topic.