1. Using Payables Invoice to Pay
  2. Exclude Approval for Invoices Imported from a Specific Source

Exclude Approval for Invoices Imported from a Specific Source

You can skip invoice approval for certain invoices based on their source.

Follow these steps to exclude invoices from the approval workflow:

  1. Navigate to Setup and Maintenance > Manage Standard Lookups.
  2. Create the lookup type AP_SKIP_SOA_APPROVAL with the meaning and description set to Setting Invoices as Auto Approved, and the module set to Payables.
  3. Navigate to Setup and Maintenance > Manage Payables Lookups.
  4. Conduct a search for lookup type AP_SKIP_SOA_APPROVAL.
  5. Create a lookup code with the value same as the Payables lookup code value (such as, Spreadsheet).
    Note: This value must match the result you see on the Manage Payables Lookups page when lookup type is Source and user module name is Payables.

Ensure that the lookup code's reference data set is accurate and the meaning is Setting Invoices as Auto Approved.

Caution: You can't use this functionality for manually created invoices, or invoices created using a REST API.