Audit trail for the supplier invoice release

[Nicolás_Abeille]

Hello,

When an supplier invoice is blocked for invoice (because of a discrepancy, because of an assignment to a g/l, ...), it can be released:

- by the workflow recipient

- via the tile "Release Blocked Invoices" (MRBR)

- via this very same tile, started as a job

- by the AP clerk, via the option available in the tile "Supplier invoice list"

Is there somewhere a possibility to know who released the invoice and how.

On the invoice itself, we have the name of the approver only in case of a release via workflow.

Let's imagine this scenario:

- The invoice is blocked; a workflow is started

- The recipient rejects the invoice

- For some reason, the AP decides to release is manually

I've found no trace of the initial rejection and the not trace of the AP clerk that decided to release it in the end.

Thanks in advance,

Nicolás

[former_member131691 · Accepted solution]

Hi Nicolás

In the up coming 1811 release a full audit trail for the 'Save as Completed' Workflow has been provided.

It is found in the supplier invoices list APP under 'Approval details'

The workflow development team have an open development, to enable the same information for the 'blocked invoices' workflow. There is no release date for that but it will be available in a future release as soon as it is completed.

Kind regards

Brian

[Nicolás_Abeille · Accepted solution]

Good news. Thanks!

[Nicolás_Abeille · Accepted solution]

Hello Brian,

1811 has been released. And we do have an additional section atthe end of the invoice with a full history of the approvals, rejections and rework. That is nice.

I haven't found any option to display the comments and/or the attached document the workflow recipient may have added. Is there such an option?

Thanks in advance,

Nicolás

[vonholzen · Accepted solution]

Hi Nicolàs

Comments are now included (I think since 1905)

Thomas