The following ad hoc task buttons are available in the Approval Queue. They are located in the Inbox panel. Click the task button to launch each action.
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 |
|---|---|
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Flags the invoice as approved and sends the document to the next-level approver. The system sends an email notification to the next person in the process. |
Reject |
This action removes the invoice from the current queue and places it in the Rejected Queue, where it resides until an administrator deletes it. Note:
If an invoice is rejected by mistake, it is still possible to reprocess the invoice from the Rejected Queue. See Rejected Queue. |
GL Coding |
Use this task to review GL Coding information for an invoice and validate whether an invoice has been coded correctly and has passed to the PO review queues correctly. |
Return to AP |
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. |
Manage Approver |
Use this task to substitute the current user with another approver or to add additional approvers for the selected invoice. The user can only modify the approval path for the current level; assigning approvers at different levels is not allowed. The invoice is routed based on the selected approver(s) in addition to the approval path directed by Workflow Approval Management. |
Approve