I have a request from customer to have a workflow to manage supplier invoice arrival. We already introduced Supplier invoice workflow using Posting proposal. However, there business scenario is like below
Industry - Construction & Engineering
Scenario
AP team receive the supplier invoices directly from the Supplier and they need to assign this to Project Managers or Procurement team to get the source reference Eg: PO Ref
Is there an alternative solution to handle this requirement.
I explained that AP team needs to get the invoices from the person who originate the transactions. However, looking for a solution to handle the exception where, AP team get invoice directly and they need to route it to different person via IFS Application.
BR/Narmada
Best answer by Furkan Zengin
Hello @Narmada G
I did not really understand where the problem is. Let me explain how I would design the process:
Create a new authorizer assigning rule with invoice recipient as authorizer. For the routing rule, just create a blank rule without any detail.
Whenever the AP team get an invoice, they should enter it using Manual Supplier Invoice.
They should set Project Manager/ Procurement team member as the invoice recipient. If they don’t know the PO or any reference, they can (or IFS automatically) enter an empty posting row.
The system will add recipient as authorizer
The assigned person can enter in the note required information and AP team later can process the invoices.
There is no need to wait for any reference to enter invoices.
I did not really understand where the problem is. Let me explain how I would design the process:
Create a new authorizer assigning rule with invoice recipient as authorizer. For the routing rule, just create a blank rule without any detail.
Whenever the AP team get an invoice, they should enter it using Manual Supplier Invoice.
They should set Project Manager/ Procurement team member as the invoice recipient. If they don’t know the PO or any reference, they can (or IFS automatically) enter an empty posting row.
The system will add recipient as authorizer
The assigned person can enter in the note required information and AP team later can process the invoices.
There is no need to wait for any reference to enter invoices.
