If the system discovers an exception to the approval rules process, it sends the invoice to the Approvals Admin queue. The user who is assigned to this queue can examine the invoice and then either correct the exception and resubmit to the Approval queues, or resubmit the invoice to the AP Initial Review Queue for further action.
The following tasks can be performed in this queue.
Some ad hoc tasks may require entering a Note to explain why you are performing the action. If prompted, enter the relevant information into the Note entry dialog box and click OK to complete the action. You must either complete or cancel the action in the User Interaction pane before you can perform any further actions.
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Ad Hoc Task |
Description |
|---|---|
Resubmit For Approval |
Use this task to send an invoice back into the approval process after resolving any errors regarding the approvers. The invoice moves to the appropriate Approval queue. |
Return to Initial Review |
Use this task to return an invoice to the AP Initial Review Queue for any reason (for example, a user may determine that the invoice was incorrectly coded and is not a receiving issue). The invoice is removed from its current queue and moved to the AP Initial Review Queue. |
Manually Assign Route/Approvers |
Use this task to assign approvers for the first approval level for the invoice if the invoice does not have a normal approval route. This task should only be used if a designated approval route or approvers do not exist. Note:
This ad hoc task is only supported in the Unity Client. The OnBase Client is not supported for this ad hoc task. |