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Approving Invoices SPD

Jul 05, 2018

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    System Process Document TopicName

    Department

    Responsibility/Role

    File Name 318907645 Revision

    Document Generation Date 02/07/2008

    Date Modiied 4/21/2009 11:49:00 AM

    !ast "#an$ed by

    Status

    %pprovin$ Invoices Tri$$er&

    "oncept

    Oracle Payables integrates with Oracle Approvals Management and Oracle Workflow to

    approve invoices.

    The Invoice Approval Workflow process uses Oracle Approvals Management and Oracle

    Workflow to enable you to define business rules to determine who approves invoices and how

    they will be routed for approval to different approvers.

    In this topic you will approve invoices using Oracle Approvals Management and the Invoice

    Approval Workflow process.

    Re'uired Field(s) "omments

    *utput + Result(s) "omments

    %dditional Inormation

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    System Process Document TopicName

    Procedure

    Step Action

    ! "egin by navigating to the Business Analst !as"#oard page.

    #lick the Appro$als Mana%e&ent Business Analst link.

    $ %ou will use the Business Analst !as"#oard page to access the Paa#les

    'n$oice Appro$al page.

    "efore you approve an invoice you will use the Paa#les 'n$oice Appro$al

     page to create conditions and rules to associate with the invoice that is to be approved.

    In the (ransaction (pes region select the &etup icon corresponding to the

    Paa#les 'n$oice Appro$al link.

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    System Process Document TopicName

    Step Action

    ' #lick the Setup button.

    ( #lick on )onditions in the Setup tab in the Paa#les 'n$oice Appro$al page to create a condition.

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    System Process Document TopicName

    Step Action

    , -nter the desired information into the Attri#ute field. -nter

    S*PP+',-.''),.AM*(.

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    System Process Document TopicName

    Step Action

    / #lick the )urrenc )ode list.

    Step Action

    !0 #lick the *S! list item.

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    System Process Document TopicName

    Step Action

    !! #lick in the alue field.

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    System Process Document TopicName

    Step Action

    !$ -nter the desired information into the alue field. -nter 11450.

    Step Action !' #lick the Appl button.

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    System Process Document TopicName

    Step Action

    !( #lick the -ules tab.

    !) 1se the -ules tab in the Paa#les 'n$oice Appro$al page to create a rule to associate with the invoice you will approve.

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    System Process Document TopicName

    Step Action

    !* #lick the )reate button.

    !+ In the -ules tab you will create a rule in four steps2

    3 In the first step you will enter rule details like name rule type item classand start and end dates.

    3 In the second step you will select the condition you created and add it to the

    rule you are creating now.

    3 In the third step you will add an action type to the rule.

    3 In the fourth step you will review the information and create your rule.

    !, #lick in the a&e field.

    !/ -nter the desired information into the a&e field. -nter -ule1 or 'n$oice

    A&ount  11450 *S!.

    $0 #lick the et button.

    $! #lick the Add )ondition button.

    $$ #lick the Select option.

    $' #lick the )ontinue button.

    $( #lick the et button.

    $) #lick the Action (pe list.

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    System Process Document TopicName

    Step Action

    $* #lick the Super$isor le$el list item.

    $+ #lick in the Action field.

    $, -nter the desired information into the Action field. -nter -euire appro$als

    up to t"e irst super$isor at &ost.

    $/ #lick the et button.

    '0 #lick the inis" button.

    Step Action

    '! 4avigate to the Paa#les ptions page using the o&e link.

    #lick the o&e link.

    '$ #lick the Paa#les ision perations *SA; link.

    '' #lick the $ertical scrollbar.

    '( #lick the Paa#les ptions link.

    ') 1se the ind Paa#les ptions page to navigate to the Payables Options

    5ision Operations.

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    System Process Document TopicName

    Step Action

    '* #lick the ind button.

    or Press .

    '+ #lick on the Appro$al tab to access and enable the options to approve

    invoices.

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    System Process Document TopicName

    Step Action

    ', #lick the Appro$al tab.

    '/ -nable *se 'n$oice Appro$al [email protected]lo if you want to use the Invoice Approval Workflow feature to automate your invoice approval process.

    The workflow determines if an invoice needs any individuals to approve

     payment of the invoice and if so automatically routes the invoice to

    designated approvers who then approve or re6ect the invoice.

    When you enable this option almost all invoices must be processed by the

    Invoice Approval Workflow.

    (0 #lick the *se 'n$oice Appro$al [email protected]lo option.

    (! -nable Allo orce Appro$al if you want to allow accounts payable

     processors to override the workflow and manually approve invoices by using

    the 7orce Approval option in the Invoice Actions window.

    %ou might want to force approve an invoice if the Invoice Approval

    Workflow does not complete for an invoice or if you have authority to pay an

    invoice without using the workflow process.

    ($ #lick the Allo orce Appro$al option.

    (' #lick the Sa$e button.

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    System Process Document TopicName

    Step Action

    (( #lick the )lose button.

    Step Action

    () #lick the pen button.

    or Press .

    (* 4avigate to the 'n$oice [email protected]#enc" page from the ,ntr link.

    (+ #lick the pen button.

    or

    Press . (, #lick the 'n$oices list item.

    (/ #lick the pen button.

    or Press .

    )0 The 'n$oice [email protected]#enc" is a group of windows that you use to enter ad6ust

    and review your invoices and invoice batches.

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    System Process Document TopicName

    Step Action

    )! #lick in the (radin% Partner field.

    )$ -nter the desired information into the (radin% Partner field. -nter , )apital.

    )' #lick in the 'n$oice !ate field.

    )( -nter the desired information into the 'n$oice !ate field. -nter 12CC

    2007.

    )) #lick in the 'n$oice u& field.

    )* -nter the desired information into the 'n$oice u& field. -nter 'B01.

    )+ #lick in the 'n$oice A&ount field.

    ), -nter the desired information into the 'n$oice A&ount field. -nter 11450.

    )/ #lick the 2 +ines tab.

    *0 #lick in the A&ount field.

    *! -nter the desired information into the A&ount field. -nter 10000.

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    System Process Document TopicName

    Step Action

    *$ #lick in the !istri#ution Set field.

    *' -nter the desired information into the !istri#ution Set field. -nter A!.

    *( #lick the Actions 1 button.

    or Press .

    *) %ou will use the 'n$oice Actions page to first validate and then initiate the

    approval of the invoice.

    Step Action

    ** #lick the alidate option.

    *+ #lick the D  button.

    or Press .

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