Secondary Invoice Approval Report Procedures

Definition

Secondary Invoice Approval reports provide details of invoices that require or have received secondary approval.

Note: If invoices that require secondary approvals also require payment approval, it is recommended that the Invoice On Hold Report is used to track payment approvals.

For information on the Invoice on Hold Report, see Invoice on Hold Report, Oracle Payables User's Guide.

Overview

Secondary Invoice Approval: Flexfield Assignments Report

This report lists the flexfield assignment of authorizers within an approval group.

Secondary Invoice Approval: Secondary Approval of Invoices Report

This report lists invoices that require or have received secondary approval or modified invoice approval, those that have no approver assigned, or those that are partially or completely outside of an approval range. The report is ordered by status, approver name, group name, invoice date, and invoice number.

Generating Secondary Invoice Approval: Secondary Approval of Invoices Report

To generate the Secondary Invoice Approval: Secondary Approval of Invoices report:

1. Navigate to the Submit Request window as follows:

   IGI Payables, OPSFI - OPSFI SIA - Reports

2. Select the Single Request radio button.

   The Submit a New Request window appears.

3. In the Name field, select Secondary Invoice Approval: Secondary Approval of Invoices Report.

4. Select the operating unit and leave the parameter fields blank to submit a report for all values or do the following:

   • To submit a report on status type, select Status.

   • To submit a report on a group name, select Group Name.

   • To submit a report on an approver user name, enter Approver User Name.

     Note: The group name must be selected in the Group Name field.

   • To submit a report on a vendor name, select Vendor Name.

   • To submit a report on a batch name, select Batch Name.

   • To submit a report on an invoice number, enter Invoice Number.

     Note: The vendor name must be selected in the Vendor Name field.

   • To submit a report on an invoice start date, enter Invoice Start Date.

   • To submit a report on an invoice end date, enter Invoice End Date.

5. Click OK.

6. Click Submit Request.

7. Click Yes to submit another request, else No.

8. View the request as follows:

   View - Requests

Generating Secondary Invoice Approval: Flexfield Assignments Report

To generate the Secondary Invoice Approval: Flexfield Assignments report:

1. Navigate to the Submit Request window as follows:

   IGI Payables, OPSFI - OPSFI SIA - Reports

2. Select the Single Request radio button.

   The Submit a New Request window appears.

3. In the Name field, select Secondary Invoice Approval: Flexfield Assignments Report.

4. Select the operating unit and do the following:

   • Optionally, select an approval group.

   • Optionally, enter the approver's name.

   • Select a flexfield from range.

   • Select a flexfield to range.

5. Click OK.

6. Click Submit Request.

7. Click Yes to submit another request, else No.

8. View the request as follows:

   View - Requests