Invoice Approval Workflow Exception Criteria
When a request enters the Invoice Approval Workflow, it is validated against a specific set of exceptions to determine if it requires approval. The list of exceptions described in this section are all executed within the Invoice Validation state. For more information about the workflow states, see Invoice Approval Workflow States.
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Credit Hold: The workflow validates the account of the customer associated with the invoice. If there is a credit hold on the account, invoices for this customer will require approval.
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Terms Validation: Comparison is made between the invoice and the customer record. If the payment terms are not the same, the invoice is routed for approval.
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Tax Amount Exception: The workflow verifies the tax amount on the invoice. If there is no value for the tax amount, the invoice will require approval.
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Flagged Customers: The customer record associated with the invoice is validated. Invoices from those flagged as a new customer, for example, are routed for approval.
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First Invoice: The workflow verifies that there are no previous invoices for the customer. If an invoice is tagged as the customer’s first invoice, it will require approval.
If you do not need all of these exceptions to be run by the workflow, you have the option of disabling some of them. For instructions on how to disable exceptions, see Disabling Exception Criteria.