Setup
To enable workflow, you must select the Enable Supplier Invoice Approval Workflow field on the Approvals tab in Entity Create (36.1.1.2.1).
Controlling Approval Workflow
Invoice Approval Transitions Create (36.1.12.1) enables you to manage how the steps in the workflow change the invoice status codes defined in the Invoice Status Code menu (36.1.11). You can define multiple records for one invoice status as long as you set a default value.
Invoice Approval Transitions Modify (36.1.12.2) enables you to modify previously defined transitions.
You can specify the invoice status code before approval or denial, and the new status when the invoice is approved or denied.
Invoice Status Before Approval
Use the lookup to select the invoice status code to transition from. The Invoice Status Before Approval cannot be of status Initial.
Invoice Status After Approval
Use the lookup to select the invoice status code that reflects the invoice status when it is approved.
Invoice Status After Denial
Use the lookup to select the invoice status code that reflects the invoice status when it is denied. The status after denial must be different to the status before approval.
Default
You can create multiple transitions for an invoice status code before approval. To make the current status transition the default, select this field.
Invoice Approval Transitions View (36.1.12.3) displays the existing transitions. The grid columns in the View menu display the currently configured invoice status before approval and the status after approval or denial. You can right-click to create a new status transition.