Optional Reviewer

The Optional Reviewer check box on the HQ Reviewer Group form, Reviewers tab

The system enables this field when you select 1-Invoice from the Reviewer Group Type drop down on the Info tab.

Select this check box to designate this reviewer as optional for all accounts payable invoice lines to which this group is assigned. This allows for one of multiple reviewers to approve invoice lines with a given approval sequence.

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