Send a Purchase Invoice for Approval

If an approval workflow is set up for purchase invoices and you are the requestor or a designated alternate, you can send a purchase invoice for approval.

To send a purchase invoice for approval

1. Choose , enter purchase invoices, and then choose the related link.

   The Purchase Invoices page opens.

2. Select the purchase invoice that you want to send for approval.

3. Depending on your environment setup for approver selection and whether you want to choose the approver of this purchase invoice, perform one of the following steps:

   • If approver selection is turned on in your environment, and you want to choose the approver of this purchase invoice, perform the following steps:
     1. On the action bar, choose Requisition > Approvers.
        The Finance Request Approvers page opens.
     2. Select the Enabled checkbox on the line of the approver who you want to approve this purchase invoice.
     3. To return to the Purchase Invoices page, choose .
   • If approver selection is turned on in your environment, and you do not want to choose the approver of this purchase invoice, proceed to the next step.
   • If approver selection is turned off, proceed to the next step.

4. On the action bar, choose Request Approval > Send Approval Request.

   Sparkrock 365 verifies the purchase invoice and if enabled, runs budget checking.

   If there are any errors, the Error Messages page opens and displays the list of errors.

   If budget checking is enabled, Sparkrock 365 checks the purchase invoice against the budget and notifies you if the budget amount is exceeded. To return to the purchase invoice, choose No. To continue processing the purchase invoice approval, choose Yes.

   A status message appears indicating that the purchase invoice has been sent for approval, and the Status changes to Pending Approval.

See also

Purchase Invoice Approvals

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