Purchase invoice approval workflows - hierarchy options

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Hi,

We are looking to change our workflow structures to allow them to be more scalable. For this we have been exploring managerial/configurable hierachies and signing limits (up to now the whole workflow has been built of user groups).

The bit where we are finding a challenge is on invoices which do not have a PO (therefore don't have a preparer/originator). The question we are trying to figure out is how to route the invoice to the first person in the hierarchy, as then it works fine. What we are looking for is a way of invoices to be default routed to a user on a supplier or cost centre basis, but with the AP user having the ability to overrule this. However, cannot see how this is easily acheived with the start from heirarchy tokens provided.

Any guidance appreciated.

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Ramit Paul 22,803 Most Valuable Professional on at

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Hi,

There are multiple points you mentioned in your post.

Can I kindly ask you to articulate in a sentence what is the requirement? I am sorry for this however need a simple requirement on this.

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Fasih 416 on at

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Hi, if I have understood your query, there is a workaround to direct your workflow based on supplier or cost center.

You need to create a conditional decision before approval and write a condition where you can specify Vendor or Financial dimension. You can direct your workflow to your desired hierarchy on basis of condition is true / false.

If you can clear your query, I can be more specific.

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