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Finance | Project Operations, Human Resources, ...
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Invoice Workflow based on Cost Center Manager then Owner

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Posted on by 290

Hi, I'm working with a client trying to build a workflow to meet their needs.

They have asked that the invoice approval workflow be submitted by someone in AP. The first approver will be the admin assistant for the cost center owner. The second approver is the cost center owner.

I have tried setting it up with the admin assistant as the Manager of the Cost Center but can't find a way to assign the approval to them based on the cost center. I can get it to go to the owner easily by using the vendor invoice expenditure reviewers.

Cost Center Manager (Org Admin > Organizations > Operating Units > Manager on CC)  And then go to the Cost Center Owner (GL > Fin dim > Dim values > Owner of CC).

Any ideas on how I could achieve this? There must be a better way and I'm missing something. Thanks for your help!

  • Charlotte X Profile Picture
    on at
    RE: Invoice Workflow based on Cost Center Manager then Owner

    Hi,

    Please wait for someone more experienced in this area to answer this question.

    Best Regards,

    Charlotte

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