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<< Click to Display Table of Contents >> Navigation: Accounts Payable > A/P Master File Maintenance > A/P Company Maint > Inv Routing/Approval Tab |
The Invoice Routing/Approvals options are available as a part of the Scanning module (optional add-on) and are an additional layer of internal controls. This feature lets you set up a routing path to approve Accounts Payable invoices.
Enable A/P Routing |
Yes-turns on the A/P invoice routing feature. Additionally a new menu item will become available (#84- A/P Routing) to set up routing paths. |
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Default Routing Name
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Enter the default routing name to use when entering invoices. This can be changed to another routing path upon invoice entry. |
Allow Invoices to have no routing path specified |
Check will allow invoices to have no routing path if "blanked out" by the user upon invoice entry. Unchecked will require a routing path for every invoice. |
Invoice amount to require routing to user below |
Enter an invoice amount that tells the system that it must send it to the approver listed in the "User ID to route to for invoices over above amount" field below. The additional user will be logged as an approver after the last person on the invoice defined routing path has approved the invoice. The invoice is then routed to the additional approver and added to the Routing tab. |
User ID to route to for invoices over above amount |
Enter the user id that invoices over the specified amount in the field above will be routed to. |
Phased Out Options |
Note: These two options are being phased out of the system due to new A/P Routing Approval.
Sub-Table for Route to /Approval - Used with the A/P approval feature. Enter the Sub-Table to use when entering A/P invoices to route to. Separate Approval Step - Yes – to use the A/P approval feature. When turned on, invoices will not be allowed to be updated or check written until the invoice is approved. |