Approving an Invoice Request

You can view the number of invoice requests which are pending for approval in the Invoice Request screen. The approver can review, and accordingly approve, reject, or ask the submitter to resubmit the invoice request based on the observations.

Note: The system will not allow you to approve, reject, or resubmit an invoice request submitted by you.

Prerequisites

To approve an invoice request, you should have:

  • Approval To Do role assigned in the system

Procedure

To approve an invoice request:

  1. Do either of the following:
    If you want to...Then...

    Approve an invoice request through the Invoice Request screen

    1. Search for the invoice request in the Invoice Request screen.

    2. In the Search Results section, click the link in the Invoice Request Information column corresponding to the invoice request which you want to review.

    Approve an Invoice request from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-INVRATODO in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the invoice request that you want to review.
    The Invoice Request screen appears.
  2. Review the details in the Invoice Request screen.
  3. If the information in the invoice request is accurate, then click the Approve button in the Invoice Request zone.

    The system behaves in the following manner:

    If... Then...
    The status of the invoice request is changed to Approved A To Do entry is created using the To Do type F1-TODOCOMPL specified in the approval profile and is assigned back to the submitter to complete the invoice request.
    Note: The Approve button appears when:

    • The invoice request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the invoice request.

Related Topics

For more information on... See...
How to search for an invoice request Searching for an Invoice Request
Invoice Request screen Invoice Request (Used for Viewing)
Invoice Request zone Invoice Request