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Answered

Payables batch approval workflow for checks only

Posted on by 2,990

Hi,

I want to only approve check batches. It seems like all other payables batches must be final approved by the alternate final approver since there are no steps for those.

Is there any way for payables transaction batches to be auto approved?

Thanks,

Linda

  • Linda Brock Profile Picture
    Linda Brock 2,990 on at
    RE: Payables batch approval workflow for checks only

    Derek - thank you so much for explaining this so well. I appreciate it!

  • Verified answer
    RE: Payables batch approval workflow for checks only

    Hello Linda,

    You should be able to setup the payables transaction approval workflow to only require approval when it is a check batch and not the other types.

    When this is done, you also want to make sure you do not have the option to 'always require approval' selected in the Workflow Maintenance for this workflow type, otherwise what will happen is, when a payables transaction is submitted for approval, it will look at your workflow step, see that it isn't a check batch thus doesn't require approval from the workflow step, however, if you have the 'always require approval' option marked, it will then be routed to the alternate final approver if one is specified, or else it will be routed to the workflow manager of that workflow type for approval.

    If you don't have the option to always require at least one approver selected on the workflow, it will simply look at the workflow steps to see if the approval conditions match or not. If they do, then it'll require approval from the specified approvers on the step(s). If the conditions don't match, then it won't require approval from the workflow and will be given a 'Completed' status, which is the equivalent of saving a payables transaction and not having workflow enabled at all, meaning the payables transaction will be ready for use.

    Thanks

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