Set Up Invoice Approval Routing Codes

How to get started with Invoice Approvals and create a Routing Code.

Part A: Activate the Invoice Approval Function

  1. Navigate to System Administration > Installation > Accounts Payable.
  2. Select the Invoice Approval tab and then select the Use Invoice Approval processing checkbox.
  3. If you intend to use routing codes all the time, make sure the Send to A/P Vendor Invoice Entry if no routing code defaults checkbox is clear.
  4. Select the other defaults in the Invoice Approval tab and then save your changes and return to the main menu.

Part B: Add New Routing Codes

  1. Select Accounts Payable > Maintenance > Invoice Approval Routing.
  2. Select New and complete the Routing code and Description fields.
  3. In the Confirmation field, select a Confirmer (based on operator IDs).
  4. Select the E-mail notification? checkbox.
  5. Set up a routing path by adding a list of reviewers. Drop-down lists are available for selecting reviewers.
    Tip: The system routes the invoices in the order you arrange them in the grid, top to bottom.
  6. If using Approval Limits, assign them now. For more information, see Approval Limits.
  7. Select OK twice to save your changes and return to the main menu.
To apply the routing code you just set up to a vendor, see Assign Invoice Approval Routing Code to a Vendor.