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Invoice Workflow

Posted on by 5

I have a client that is interested in creating a workflow that flows to the creator of the PO (could by anyone in the company) for approval?  

I have tried this and it works great - designating a review to a specific financial dimension (i.e., Store/Department) but I'm not sure if this is granular enough since I would have to have designated approvers at each location.  Any ideas would be greatly appreciated.>

  • Suggested answer
    Prem Kumar Bachu Profile Picture
    Prem Kumar Bachu 3,412 on at
    RE: Invoice Workflow


    Using expenditure reviewers assignment in workflow workaround is better than doing customization. Similar question addressed in below link.

    And if you are looking for any customization around this, below video might help you.

  • ShockD365 Profile Picture
    ShockD365 5 on at
    RE: Invoice Workflow

    I should add:  The workflow purpose is really around procurement items that aren't generating a Product Receipt (no three way match).  The user who created PO is signing off on the invoice essentially saying, "I've received.  It's good to Post/Pay."

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