Invoice Approvals - Force Approver to View the Invoice

Hi All - Our current invoice approval process allows approvers to open a work item in their inbasket and provide the GL coding and approval of an invoice without requiring them to view the invoice attachment. This has led to the approval of a few invoices that shouldn't have been or were assigned to the wrong person. We were wondering if anyone had an idea on how to force the approver to view the invoice attachment prior to being able to approve the invoice. Thank you.

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tcardoza

I don't have a recommendation but definitely can see the need! I would love to hear if others have found a way to do that.

andy

Hmm, at a high level, one way would be to add a form button for an action that opens the Invoice document and also sets a boolean field to true, and then modify the Distribution Update action to only be valid when that boolean is true.

Creating an action to open the document and set a field value might be a little tricky though.

unknown

In IPA, the User Action Display tab features a Display Name, then Landmark URL option.. I have created Landmark URLs that will open a form when the workunit is selected, and form actions are replaced by the User Actions as buttons e.g. Approve, Reject etc.
If you can decipher the document URL, or if it's an IDM end point even better, it's possible the document would open when they select the workunit.

If you are familiar w/ Subject & Reason Codes, these can be used that requires the Approver select a Reason Code and enter a comment before an Action is taken, but you may already be doing this w/ the GL Coding piece.

Stace Webley

Could you sequence the code to set the boolean value to true first then open the document when it is clicked?

Stace Webley

This sounds like a possible solution too. Thank you for the idea.

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