This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) Create Approvers post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Only users who have been defined as approvers can have documents submitted to them for approvers in the non-Workflow Invoice Approval function. To create approvers, go to the Approvers Configuration window ().
Existing users who have been added will be shown in the scrolling window; to add a new approver click the lookup button next to the User field:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) configuration post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
To use the non-Workflow based Invoice Approvals function, there is some configuration which needs to be completed via the PurhcasingPortal Setup window ().
The Invoices are Pre-Approved checkbox needs to be marked which enables the Invoice Approval function within Payables Management.
The list of rejection Reasons can be defined; this is a drop down list which is displayed to approvers in the portal allowing them to select why the invoice has been rejected:
