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How to setup Approval process for Customer Invoice

Hi team,

I am Bydesign customer.

Please help me to set up approval process for customer invoice posting in system.

Regards,

Vishal K

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1 Answer

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    Former Member
    Oct 18, 2017 at 12:49 PM

    Approval for Manual Customer Invoice and Credit Memo

    Overview

    You can activate and define an approval process for manual customer invoice and credit memo.

    Activate Approval Process

    You can enable the approval process for customer invoice and credit memo in Business Configuration work center, Implementation Projects view.

    Note

    Configuration settings are usually performed by an administrator. If you do not have the required authorization, contact your administrator. Before enabling this feature, you need to ensure that there are no manual customer invoice and credit memo documents with status Not Released.

    End of the note

    Select your project and click Edit Project Scope. In the Questions step of the guided activity, select the business option Approvals on Manual Customer Invoicing under Sales Customer Invoicing Miscellaneous Invoicing .

    Define Approval Process

    In the Application and User Management you can define an approval process for customer invoice and credit memo with the following possibilities:

    • A multistep approval considering several approving parties
    • Defining conditions for the following values:
      • ABC Classification
      • Absolute Gross Total
      • Buyer Party
      • Net Value
      • Sales Unit

      If the defined conditions are met, the document will require approval. This will create an approval task for the approver in Approvals view under Managing My Area work center.

      Note

      The approval task can be seen, only if the approver has access to Managing My Area work center, Approvals view.

      End of the note

    For more information, see the documentation on creating and editing approval processes.

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