How to Configure Invoice Approval Rules for PO Matched and Non Matched Scenarios
Автор: Mohammed Salah - (لوجه الله عز وجل)
Загружено: 2025-09-05
Просмотров: 522
Описание:
How to Configure Invoice Approval Rules for PO Matched and Non Matched Scenarios
Business requirement to route the invoices to different approvers for the following scenarios:
1. PO matched lines, auto approve
Solution
Rule #1 -- "PO"
----------
Auto approve if all ITEM lines have PO ID:
IF
None
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID is null and
Invoice Line.Line Type Lookup Code is "ITEM"
}
2. Non PO matched lines, route to approver1
Rule #2 -- "Non PO"
----------
If no ITEM lines have PO ID:
IF
None
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID isn't null and
Invoice Line.Line Type Lookup Code is "ITEM"
}
3. If an invoice have a mix of PO matches and non-PO matched lines, route to approver2
Rule #3 -- "POAndNonPO"
----------
If invoice has ITEM lines with mix of PO ID and no PO ID
IF
At least one
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID is null and
Invoice Line.Line Type Lookup Code is "ITEM"
}
and At least one
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID isn't null and
Invoice Line.Line Type Lookup Code is "ITEM"
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