Optional

Optional column in the AP Unapproved Invoice Review form.

Select this check box to designate this reviewer as optional for this invoice line. This allows for one of several reviewers to approve at a given approval sequence. You can change this setting using AP Unapproved Invoice Entry.

As long as more than one optional reviewer is assigned to each invoice line’s approval sequence, only one reviewer must review and approve in order for the approval process to advance. However, if the only reviewer on an invoice line’s approval sequence is an Optional Reviewer, their approval becomes required in order for the approval process to advance.

Setting ALL reviewers on a sequence as optional does not eliminate the approval requirement for that sequence. If an invoice line’s approval sequence contains multiple reviewers, the following rules apply to allow the approval process to advance.

  • if ALL reviewers on a sequence are set as optional, at least one must approve

  • if ALL reviewers on a sequence are set as non-optional (Optional Reviewer check box is not selected), all must approve

  • if some reviewers on a sequence are set as non-optional and some as optional, all non-optional must approve