When Vendor invoice workflow is used to approve a pending vendor invoice and assignment Managerial hierarchy is used, it is only possible to select either Workflow originator or Workflow owner. Workflow originator is equal to the person who submit the invoice for approval. This is often an AP clerk and not the right first approver.
The Idea is to adjust the standard functionality and workflow:
- When Pending vendor invoice is related to a purchase order, the Orderer from the PO is inserted as Requested approver on the Pending vendor invoice. When the invoice is submitted for approval, the workflow shall submit on behalf of the Requested apporver
- When pending vendor invoice is not related to a PO (e.g. cost invoice) the AP clerk select the first approver in the field Requested approver on the pending vendor invoice header.
This will make the approval process efficient and skib that the AP clerk must delegate the vendor invoice to the correct first approver (Requested approver.
Comments
Quite useful idea!
Category: Accounts Payable
Very much needed!
Category: Accounts Payable
It would be also great to extend starting point for WF position hierarchy to last approver. So when WF has several levels of approval without any hierarchy and from some step we wish to start position hierarchy approving starting from person, who approved on previous step.
Category: Accounts Payable
This is great! The fact that you cannot control the initial approver is the main reason this functionality cannot be considered an alternative, at least not for any customers in Sweden. Thank you for posting this idea!
Category: Accounts Payable