With the Vendor Invoice Approval workflow, both Cloud and On-Premise customers can automate the movement of AP invoices through your organization. Empower your users to approve Invoices digitally using this prebuilt and ready to run workflow process. Simply add your users into the process and instantly transform AP invoice approvals. Whether you're remote or in the office, you can assign invoices to users in two step approval workflow, enabling them to take action by Approving, Rejecting, or Holding an invoice. Once an invoice action taken, it is routed back to Accounting for manual entry into an Accounts Payable system for payment or reprocessed for further approval. Use the workflow as is, or use the process as a base and build off of it to make a process tailored to your specific business needs.
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Vendor Invoice Approval is deployed in two parts. First, an Accounts Payable archive is added to a new or existing GlobalSearch database. The Archive, supporting Fields, and related Searches are available from the QuickStart menu in the GlobalSearch Administration page. When prompted for a Solution Template, choose "Accounts Payable With Workflow".
For customers already live with GlobalSearch, we recommend making all changes in a test database first to ensure you completely understand the impact of any changes to the system. More details on using the QuickStart Application Builder can be found here.
Preparation
There are a few steps that must be completed to ensure proper installation of this package.
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In preparation, the following fields must be added to your Business Essentials Database.
Approval Status
- In Process
- Not Applicable
- Pending Level 1
- Pending Level 2
- Approved
- Rejected
- Complete
- On Hold
Create two lists named as outlined below containing the usernames/emails of anyone who will be approving documents.
Approver (First)
Approver (Second)
Field Creation
In preparation, the following fields must be added to your Business Essentials Database.
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