Invoice Approval Routing History - Field Descriptions

Use this table for reference when completing the fields on this screen.

Fields/Buttons

Descriptions

Status

The status assigned to the invoice by the reviewer displays.The status is shown from the current approver’s perspective, it is not a quality of the invoice.

Example of how the Invoice Approval status works:

  1. Reviewer #1 'Approves' and send along an invoice.

  2. Now it is in Reviewer #2’s queue. The status is 'Unapproved’ because this reviewer (#2) needs to do something. To have arrived at this condition, it is implied that reviewer #1 has Approved it (or it would not be here).

  3. If Reviewer #2 ‘Approves’ this invoice and sends it along to the next reviewer, it will be ‘Unapproved’ yet again because Reviewer #3 has yet to review the invoice.

  4. If instead of approving the invoice, Reviewer #2 rejects it, the invoice will reappear in Reviewer #1's queue and will be ‘Unapproved’ because this reviewer has to perform some new action.

  5. If an invoice is ‘Rejected’ all the way back to the originator, the status will say ‘Rejected’ right when it arrives.

    In all cases, an operator can choose to set the status but not send it along to the next queue. In this case, the reviewer has still performed an action and the software saves this new information.

Reviewer

The reviewer order displays; for example, "originator" will display for the first reviewer.

Code

The reviewer's operator identification code displays.

Name

The reviewer's name displays based on the name that appears in Operator Maintenance for the assigned reviewer ID shown. If another operator performed the review on his/her behalf, that operator ID is shown in parenthesis.

Date

The date the reviewer completed the review displays.

Time

The time the reviewer completed the review displays

New button

Click this button to open the New Invoice Routing Note window.

Code

The reviewer's operator identification code displays.

Routing notes

Routing notes display, in order from oldest-to-newest.