Purchase Invoice Approval

daniel-hodson

Does anyone have Purchase Invoice Approval working in LN?

I'm simply looking for a method of managers approving 'Cost Invoice' (invoices where there is no purchase order etc).

In LN I'm struggling to make it work.

I've also looked at ION Workflow but it looks limited how I can determine who to send requests too.

unknown

LN supports two type of workflows - Document Approvals (has DA in the workflow name) and standard workflow. The second type works based on standard BOD and there for an activation policy is needed to create the workflow BOD which is generated by the Document Approvals workflow.

There are two ways to handle what you asked for - one is to add a decision matrix on the ION side where the tasks will be forwarded to the correct personnel based on some qualifiers - Amounts, department, site etc. The other way is to do it in LN using customizations/extensions and the ability to modify the workflow attributes.

The workflows that are available out of the box are the minimal needed to get it working as each organization has its rules and therefor the assumption that it will be modify accordingly.