New with the 2023-01 Release!
The new 'Confirm' button has been added to Accounts Payable AutoVouch Exception workflow. If you currently have the ‘Confirm Receipt’ button it will simply be replaced with this new ‘Confirm’ button and will continue to work the same as it currently does.
This workflow button will allow an approver to confirm that a product has been received or a service performed for a purchase order (PO) invoice that has been matched, with AutoVouch, to its related PO using a 2-way matching process. This button applies to invoices that do not have a typical receiving process but for which a confirmation is beneficial before payment is made.
This will be found under the ‘blue’ workflow button in the upper left corner of the Document Viewer screen.
The purpose of this functionality is to allow confirmation that the service or item that was ordered on the Purchase Order (PO) was received or provided by the vendor.
This button will only be available when the status = ‘Pending Confirmation’, the Document Type Classification = ‘PO”, and AutoVouch = ‘True’ . The ‘Route To’ will be the current user or a user with AP Edit security access.
Please sign in to leave a comment.