Reroute Workflow Button

The 'Reroute' button allows approver to move an invoice to another approver without GL Coding, approving, or returning the invoice to AP Dept.

Standard recommended process would be to have the approver chose the 'Return to AP' workflow option, selecting the 'wrong approver' reason and adding a note as to why they are returning it back to AP. This ensures that matrices are updated and future invoices will be routed correctly.

This is a tailoring option that is defaulted to 'no' so please contact DataServ Support for more info.

The ‘Reroute' button can be found under the ‘blue’ workflow button in the upper left corner of the Document Viewer screen.

To Reroute an Invoice 

Click the small drop-down arrow to the right of the Approve/Match Invoice button.

The Approve/Match Invoice dropdown will be displayed.

Select the ‘Reroute’ option.

The ‘Reroute' window will be displayed.

Clear out the current route to and begin typing the new user to route to and then select.

Enter any notes to let the new approver know they need to now approve.

Click confirm to remove the document from your "my Documents Pending Approval' and send it to the new approvers queue.