This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) submit transaction for approval post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Once the non-Workflow Invoice Approvals module is configured and approvers created, invoice can be submitted for approval. Invoices are entered as normal and added to a batch; then click Additional » Select Approvers:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) Configure Delegation post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
The non-Workflow Invoice Approval feature includes the ability to define a delegation; once a user has been set as delegated, any time an invoice is sent to them for approval, it is automatically sent to the delegation instead. Delegations can only be configured to users who are also approvers.
To set up a new delegation, open the Approvers Configuration window ().
Select a user in the list and click the delegation button (ringed in red):
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) Create Approvers post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Only users who have been defined as approvers can have documents submitted to them for approvers in the non-Workflow Invoice Approval function. To create approvers, go to the Approvers Configuration window ().
Existing users who have been added will be shown in the scrolling window; to add a new approver click the lookup button next to the User field:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) configuration post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
To use the non-Workflow based Invoice Approvals function, there is some configuration which needs to be completed via the PurhcasingPortal Setup window ().
The Invoices are Pre-Approved checkbox needs to be marked which enables the Invoice Approval function within Payables Management.
The list of rejection Reasons can be defined; this is a drop down list which is displayed to approvers in the portal allowing them to select why the invoice has been rejected:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Supplier Invoice Approval (Non-Workflow) Overview post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
PurchaseHQ includes a non-Workflow based Payables Invoice approval system. This adds extra functionality to the Payables Transaction Entry window for users to submit an invoice for approval and has an approval section in the portal.
This approval module pre-dates the standard Microsoft Dynamics GP Workflow approval, but is still used by some customers as it offers a degree of flexibility not present in Workflow. In brief, the Invoice Approvals works by the user selecting the users who will perform the approval at the submit stage; in Workflow, the approval routes would be predefined and not allow any variation based on these routes. For some customers this is too inflexible, so the Invoice Approvals functionality allows them to select the approver at point of entry.
The selected users can then do the approval through the portal in the same way as if it was a Workflow approval; Invoice Approvals allows for the user to specify if all approvers, the majority or only one must approve.