Free Text Invoice Workflow

You can set up a workflow for free text invoices to require that free text invoices
be submitted for approval. You can require that all free text invoices be
submitted, or only those that meet specified conditions.

NOTE: If you do not want any free text invoices to be submitted for review, do
not set up a workflow for free text invoices.

Even if your organization submits free text invoices for review, you can create
conditional statements in the workflow so that some invoices are automatically
approved in certain situations. For example, you can specify a condition where, if
the invoice total is less than 500 USD, the invoice can be approved without user
intervention. Also, the workflow that you set up determines which users, if any,
must approve the invoice, and when to route the invoice through the workflow
process.

The configuration of the workflow varies from organization to organization, as
do business processes. Therefore, you must configure the workflows to match the
business processes for free text invoices in your organization.

The following table lists the types of workflows that you can create in Accounts
receivable.

Type	Use this type to:
Customer payment workflow	Create approval workflows for customer payment journals.
Customer draw bill of exchange workflow	Create approval workflows for customer draw bill of exchange journals.
Customer protest bill of exchange workflow	Create approval workflows for customer protest bill of exchange journals.
Customer redraw bill of exchange workflow	Create approval workflows for customer redraw bill of exchange journals.
Customer bank remittance workflow	Create approval workflows for customer bank remittance journals.
Customer settle bill of exchange workflow	Create approval workflows for customer settle bill of exchange journals.
Customer free text invoice workflow	Create approval workflows for free text invoices. This workflow contains a task for reviewing free text invoices.
Customer recurring invoice workflow	Create approval workflows for recurring customer invoices. This workflow contains a task for reviewing recurring invoices.

To create Accounts receivable workflows, follow these steps:

1. Open Accounts receivable > Setup > Accounts receivable
workflows.

2. On the Action Pane, click New.

3. Select the type of workflow you want to create, and then clickCreate workflow. The workflow editor is displayed. Design the
workflow by dragging workflow elements onto the canvas.
4. Configure each element of the workflow.

5. Repeat steps 2 through 4 to create additional workflows for Accounts
receivable.

6. If you are setting up journal workflows, set up journal approvals for
specific journals using the Journal names form.  

The following calculated fields and expressions are used with Accounts
receivable workflow journal approvals. For each configuration, you can set up
conditions that include these calculated fields and expressions.

Calculated field	Description
Invoice total	The total of all of the line amounts in the Free text invoice form. This calculated field is only available on the Customer free text invoice workflow and Customer recurring invoice workflow.
Journal credit total	The total credit amount for the whole journal. This calculated field is not available on the free text invoice related workflow types.
Journal debit total	The total credit amount for the whole journal. This calculated field is not available on the free text invoice related workflow types.
Maximum voucher credit amount	The highest credit voucher amount in the journal. This calculated field is not available on the free text invoice related workflow types.
Maximum voucher debit amount	The highest debit voucher amount in the journal. This calculated field is not available on the free text invoice related workflow types.
Minimum voucher credit amount	The lowest credit voucher amount in the journal. This calculated field is not available on the free text invoice related workflow types.
Minimum voucher debit amount	The lowest debit voucher amount in the journal. This calculated field is not available on the free text invoice related workflow types.

Regards,
Hossein Karimi