Invoice Approval Routing Maintenance - Field Descriptions

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

Fields/Buttons

Descriptions

Routing code

Enter the routing code for this invoice, or double-click to select from a list of available routing codes.

Description

If you are working in Add mode, enter a description of the routing code you are adding to the software. If you are in any other mode, a description will display.

Confirmation

Use the drop-down list to select the operator that will ultimately confirm this invoice after it has completed the routing process.

Email notification?

Select this check box if you want an email message to be generated when an invoice is transferred to the confirming operator's during routing processing.

The e-mail address of each operator is stored in Operator Maintenance. If the system cannot find the e-mail address there, it will use the operator's name to attempt to find the operator's e-mail address from the current address book.

List

Order

The system automatically assigns an order number to the routing code. No entry is allowed.

Code/Reviewer name

Use the drop-down list to select the operator who is reviewing the invoice, based on the order number assigned by the software.

Email?

Select this check box if you want an email message to be generated when an invoice is transferred to the reviewing operator's list during routing processing.

The e-mail address of each operator is stored in Operator Maintenance. If the system cannot find the e-mail address there, it will use the operator's name to attempt to find the operator's e-mail address from the current address book.

Edit/New/Insert/Delete buttons

Use these action buttons to arrange the order of your routing list. The Insert button removes the selected record and allows you to enter a new one, at which point the routing order is re-numbered.