Routing work for approval - Approval Codes and Invoice Approval Codes in the Financial Application

Tonia Williamson

What role does approval codes and invoice approval codes play when working with IPA and routing work to employees to approve journals and invoices?  optional or  required?  In the past, I would setup IPA Task and Filters. Would the approval structure now reside in the financial application as opposed to IPA?

unknown

Tonia, for Payables in CloudSuite FSM and APIA in Infor Lawson 10 the approval structure resides in the application. Flows are standard deliverables with the Payables application in both CloudSuite FSM and the APIA.  Both use the Landmark platform. 

Search for invoice approval setup in docs.infor.com - Payables User Guide 

Using invoice approval means that you require at least one approval for invoices before they can be paid. If you use invoice approval for your company, there are some setup procedures that you must perform:

• Invoice assignment rules
• Approval roles
• Routing categories
• Approval codes and levels
• Routing rules