Configure Routing Rules

Configure routing rules to determine who reviews invoices that require manual intervention.

By default, incomplete invoices are routed to users associated with the Accounts Payable Specialist and Accounts Payable Supervisor responsibilities. Organizations can also create custom routing rules based on Business Unit, routing attributes, invoice classifications, or organizational responsibilities.

Example: Route invoices marked with Routing Attribute 1 = Urgent to a dedicated Payables review team.

To configure routing behavior:

1. Review the default routing behavior for incomplete invoices.
2. Identify the user groups that must review invoices requiring manual intervention.
3. Determine whether routing should vary by Business Unit, routing attribute, invoice classification, or operational responsibility.
4. Configure custom routing rules where required.
5. Submit representative invoices that should trigger the routing rules.

Validate routing by confirming that incomplete invoices route correctly, workflow notifications are generated, and assigned users can access the invoices.