Service Agreement and Service Agreement Line - Invoice Approver Designation

Hey Everyone,

Background:

We (SC) are currently adding the approver for service agreement contracts and service agreement contract lines onto the comments section. AP then gets an invoice, goes into the contract to check the comments on the header and/or line to identify the approver. AP then send the invoice to the approver via email, approver approves it and then AP matches the invoices against the contract and/or contract line.

Question:

What is everyone else doing? Similar?

Potential Proposal:

I see Infor does not have an option to designate an approver on the contract or the contract line for invoices. Based on the responses I receive, I may create an enhancement request to add a reportable field to designate an approver on the contract header and/or line. This way contracting can easily maintain and AP can easily identify who the approver is.

Thank you,

Ben

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bill_greenstein

Once contracts are approved by our Purchasing department, contract lines are set up for an annual amount, and invoices against that contract line are sent in as PO invoices (with the contract number as the PO number) which automatch to the line when they come in from MHC, so no approval is necessary. The contract line is renewed each year once the allotted amount is near or has reached the maximum.

ben-auer

Thanks for the response. Do you do any verification that the service was performed at expected cost?

bill_greenstein

Managers are responsible for reviewing the invoices that hit their cost centers, and each service contract is unique for each cost center. They would notify purchasing if services were not performed according to contract or at the incorrect cost.

ben-auer

How does your AP team know which invoice belongs to which manager?

unknown

Does anyone actually do approvals for Service Agreement Invoices in Infor? I know there is a ton of functionality around invoice approval routing that we are not using. I'd be interested to know how this is *supposed* to work.

ben-auer

Hey Everyone,

We are working on finally implementing our AP approver fields on the header and line level based off employee ID. Our anticipated go-live is September 1st.

Q: I wanted to know, for those that do utilize header/line level approvers for service agreements. Is there a designation you have for contracts that do not require invoice approval?

We were playing with adding in a checkbox that would denote whether an invoice approval would be required.

Thanks,

Ben

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