Running workflow process based on CAPEX or OPEX

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Posted on by MYGz

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Hello,

With regards to the Vendor Payment and NON PO Vendor Invoice workflows,

Can I have a logic for CAPEX and OPEX to route the workflow through 2 different process? Each process will have separate amounts. And possibly different number of approvers.

Appreciate any tips.

Best Regards,

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André Arnaud de Cal... 297,767 Super User 2025 Season 2 on at

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RE: Running workflow process based on CAPEX or OPEX

Hi MYGz,

There is no out of the box workflow for vendor payment journal lines. This needs to be developed. The journal lines will have references to the open vendor transaction only. To be able to know the details of the invoice, the new workflow would need some calculated fields to get these details.

Have you also checked if a single invoice can have both CapEx and OpEx details?

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MYGz 2,059 on at

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RE: Running workflow process based on CAPEX or OPEX

Thank you for the inputs guys,

The requirment is to setup workflow on Vendor Payment Journal. There are difference routes for NON PO Invoice payment, CapEx PO Invoice Payment and OpEx PO Invoice Payment. Even if I say, let's remove the PO Invoice payments, then I'll still have to set it for NON PO Invoice payments.

Is there a way to know in Vendor Payment Journal:

1. If it's a PO or NON PO payment

2. If it's a CapEx or OpEx payment

Andre Arnaud de Calavon Right now, users will know based on procurement category, if it's a Fixed Asset it will be CapEx. So, I can use procurement categories in the workflow of PR,PO. But how can same logic be embedded in Vendor Payment Journal?

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saurabh bharti 15,035 Moderator on at

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RE: Running workflow process based on CAPEX or OPEX

Yes , you can have based on difference between CAPEX and OPEX for you. It can be because of Main account which you are using or may be offset type if you are using as Fixed asset ?

Same can be applied as condition and workflow can be configured.

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André Arnaud de Cal... 297,767 Super User 2025 Season 2 on at

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RE: Running workflow process based on CAPEX or OPEX

Hi MYGz,

Can you tell how you distinct in your environment what is CAPEX and what is OPEX? Are you using e.g. a financial dimension?

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gorka.santamaria 95 on at

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RE: Running workflow process based on CAPEX or OPEX

Hi MYGz,

You should detail more your workflow requirement but at this point I should say yes. You can design an create a workflow defining conditions in order to route it depending if it is vendor invoice for an asset adquisition or a operational expenditure. You can also define different approvers.

Best regards,

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