Vendor invoice workflow is turned on, but I don't see the Workflow button at the action pane.

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Posted on by lmai

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Hi All,

I have set up the PO invoice WF to allow AP Manager to approve invoice discrepancies (screenshot 1)

This invoice failed the 3 ways matching. I expect to see the Workflow button show up on the top right at the action pane. On the top left is the Workflow for PO. Am I missing anything? Thanks so much!

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Gunjan Bhattachayya 35,429 on at

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Hi Kim,

If you click on Pending invoice and go to the vendor invoice form, can you see the Workflow button enabled there?

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lmai 2,442 on at

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Thanks, Gunjan, for your response.

I clicked on Pending invoices, but don't see the Workflow button.

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Gunjan Bhattachayya 35,429 on at

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Hi Kim,

This is not the vendor invoice form, please click on the Edit button to open the pending vendor invoice. You will find the Workflow button on that form.

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lmai 2,442 on at

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Hi Gunjan,

I did click on the Edit but still don't see it.

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Gunjan Bhattachayya 35,429 on at

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Was this invoice created before you enabled the workflow? Could you please try to delete this invoice and create a new one to see if that has Workflow button enabled?

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lmai 2,442 on at

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I found it. I needed to set it as "Default". It works now :-)

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Gunjan Bhattachayya 35,429 on at

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I didn't observe that from your first screenshot as well :). Glad you figured it out.

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