I’ve been asked to help develop an approval process for expenses, and it seems Purchase Requisitions module could be useful (we don’t use it now). In most cases, we’d use it for approving misc expenses, and will not create PO’s.
I suppose I could add a UD field to AP Invoice Entry for ReqDetail.ReqNum, and then a BPM to not allow creating certain types of misc AP invoices without an approved req. Also another BPM to close the req when approved (since a PO won’t be use to close it). Thoughts?
Have you looked into the Logged Invoices functionality? If you are not going to be creating POs, I recommend that as it allows the Invoice to be entered and then approved.
John - That’s a good idea (never knew about it, thanks for sharing!).
We’re looking to have various non-Accounts Payable folks (like project managers, construction team, etc…) get approval to purchase XYZ expense in the first place. They don’t have access to the financial modules.
True. I’ve never thought about having non-finance people enter an AP Invoice though… I guess I could deploy ‘Logged AP Invoice Entry’ to their menu folder. Looking at the instructions, there’s a lot of stuff the construction guys won’t be comfortable entering, if they have to create their own AP Invoices. They’d need something minimal - like Date, Description, Category, $, (Vendor), and maybe a link to an order, job, or project.
No, you would have accounting enter the Logged Invoice and then it needs to be approved by one of the Logged Invoice approvers. All you would be asking employees outside of accounting to do is go into Logged Invoice Approve and Void Entry and approve the Invoice for payment.
