Vendor Invoice Workflow

If workflow approval is set up for a vendor invoice, additional controls are
displayed at the top of the Vendor invoice form. These include a yellow
information bar and a Submit button or an Actions menu. After the workflow
approval process starts, users cannot post the invoice until it is approved.
The following workflow types are available for Accounts payable. You must
create at least one workflow configuration for each type you want to use
workflow approvals for.

Type	Use this type to:
Vendor invoice register journal workflow	Create approval workflows for invoice register journals.
Vendor invoice approval journal workflow	Create approval workflows for invoice approval journals.
Purchase agreement approval	Create approval workflows for purchase agreements.NOTE: This control is available only if the Public Sector configuration key is selected.
Vendor invoice	Create workflows for vendor invoice headers. This workflow contains elements for automated tasks including evaluating policy rules for invoices, and for posting vendor invoices. In addition, this workflow type contains a line-item workflow for vendor invoice lines. There are also two tasks available in this workflow type for reviewing the vendor invoice and reviewing the invoice matching.
Vendor invoice lines	Create workflows for vendor invoice lines.
Vendor invoice journal workflow	Create approval workflows for invoice recording journals.
Vendor disbursement journal workflow	Create approval workflows for vendor disbursement journals.
Vendor draw promissory note journal workflow	Create approval workflows for vendor draw promissory note journals.
Vendor redraw promissory note journal workflow	Create approval workflows for vendor redraw promissory note journals.
Vendor bank remittance journal workflow	Create approval workflows for vendor bank remittance journals.
Vendor settle promissory note journal workflow	Create approval workflows for vendor settle promissory note journals.

To create Accounts payable workflows, follow these steps:

1. Open Accounts payable > Setup > Accounts payable 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. Set up configuration options for the type and close the form.

5. Repeat steps 2 through 4 for the remaining Accounts payable
workflow configurations.

6. Set up journal approvals for specific journals using the Journal
names form.

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

Calculated Field	Description
Journal credit total	The total credit amount for the whole journal.
Journal debit total	The total debit amount for the whole journal.
Maximum voucher credit amount	The highest credit voucher amount in the journal.
Maximum voucher debit amount	The highest debit voucher amount in the journal.
Minimum voucher credit amount	The lowest credit voucher amount in the journal.
Minimum voucher debit amount	The lowest debit voucher amount in the journal.

Regards,
Hossein Karimi