Why Can I Not See Docs Routed to Me

So you received an email notification that you have a document to approve but when you review your 'My Documents Pending Approval' queue you are unable to see the invoice.

The email notification is designed to be sent every time a document is routed to you.

Any document can be routed to you and is not affected by security constraints

First we need to find the documents routed to the user by creating a search by 'Route To'. This search will probably need to be done by your AP Department who has access to all invoices.

We will use a single parameter of Route to and then selecting the user from the drop down.

This search will bring up any docs 'Routed To" the user.

Review the documents and check the following:

1. Status-the status of the invoice is not included in your 'My Documents Pending Approval" search parameters

Review the status on the DINS we found in our Route To search for user and compare them to the user's "My Documents Pending Approval' status parameter.

Examples may be a Complete, Duplicate Void, New etc

Determine if these are statuses that need approval. If so we would need to add them to the published search so they will show for approver's. If not then we can remove the route to.

2. Location-if your site uses a location matrix, does the user have access to that particular location

If there is a Location listed on the invoice then we will need to review the Location Matrix in User Management and verify user has access to that particular location.

3. Confidential- the invoice is marked confidential and user does not have security access to confidential invoices