RE: Pending supplier invoice workflow - needs to be routed to PO orderer
Hi Gerard Cabral,
Through your comments, this is not clear if the concerned users are facing any ERP related issue while receiving the product or they simply not following their internal product receiving policy!
If this is related to ERP, then I think its better to educate the procurement team first or whoever is responsible / managing product receiving and explain how ERP system works. You can go with below options depending on the scenario as you mentioned.
1) Educate the team and let them know the importance to set 3 way matching policy in ERP system and how it works.
2) Else, please check with the management if they are really willing to follow the 3 way matching rule. If not, then just do the following.
-- Tick off the 3 way matching rule from AP parameter.
-- Also make sure that you have set "Accept underdelivery" tab enabled and "Accept overdelivery" tab disabled in the Procurement and sourcing parameter which will always restrict users from receiving more than the ordered quantity in the PO. Thus you can set a control through parameter.
There are lot of other setups available in both AP and Procurement modules which you can implement for such control.
And I think if you simply follow the above, then there will be no point to route the workflow to the PO orderer. However, you can test this option available in workflow designer if this solve your concern related to this routing! ( I never tested the "Configurable hierarchy" yet).
But in that case, you have to set the approval limit as well.
Please check and provide your update.
Regards,
Sourav
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