Any reviewer or approver can reject an invoice, in which case it goes to the Rejected Queue. Invoices that are detected to be duplicates after indexing are automatically routed to this queue. The user who is assigned to this queue can re-process the invoice, send the invoice to a supervisor, override the duplicate check, or delete the invoice.
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.
|
Ad Hoc Task |
Description |
|---|---|
Re-Process Invoice |
This function allows the Project Controller/Project Manager to return an invoice to the beginning of the process for any reason. The system returns the document to the AP Initial Review Queue. |
Send to Supervisor |
A supervisor may be needed in the review process to provide additional oversight. This task removes the invoice from its current queue and moves it to the Supervisor Queue, along with a note to indicate what action the supervisor should take. |
Override Duplicate Check |
This task reroutes an invoice that the system erroneously marked as a duplicate. The system removes the invoice's designation as a duplicate and moves it to the AP Initial Review Queue. Note:
By selecting the Override Duplicate Check option, all duplicate checking on a document is suspended going forward. |
Delete Invoice |
A user may want to delete the invoice record from the system for various reasons. For example, the invoice could be a duplicate or an invalid invoice. This task permanently deletes the invoice from the Workflow process. |