Invoice Approve Rule Profile

This page is accessed via Financials > Payment Rule Management > Invoice Approve Rule Profile.

Invoice approve rule profiles are groups of invoice approve rules. These are then assigned to service providers. Once selected as an attribute for a service provider, an invoice approve rule profile enables that service provider's matched invoices to be automatically approved for payment.

Once created, the invoice approve rule profile must be assigned to the user.

Adding Approval Rule Profiles:

1. Enter an Invoice Approve Rule Profile ID. Each invoice approve rule profile is uniquely identified by its Invoice Approve Rule Profile ID.
2. Enter a Description to further identify the profile.
3. Enter a Sequence. The sequence of the invoice approve rules in an invoice approve rule profile is the order in which they are used to match invoices to shipments. When a given rule produces a match, no further rules in the profile are applied.
4. Enter an Auto Approve Rule ID, To add an invoice approve rule to the profile.
5. Click Save for each approval rule ID you enter. Add as many rules as apply.
6. Click Finished.