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Старый 01.06.2017, 11:11   #1  
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dynamicsax-fico: Vendor invoice recording (Part 5)

This post builds upon the previous one in a way that Michael Redmond, the account manager, now orders the marketing materials and that the invoice needs to be approved by his line manager Kevin Cook, as exemplified in the following organizational chart.

To realize this, another position hierarchy (LRE Signing 2) has been specified, which includes Kevin Cook as one of the responsible approvers.

This newly setup position hierarchy is then linked to a newly created invoice workflow…

… that is setup in the very same way as the previously used one except for the activation of the workflow, which is based on the condition that employee 000050 (Michael Redmond) is entered in the financial dimension worker field.

After making those modifications, two invoices are recorded. The first one that has Nicole Holiday specified in the financial dimension worker field and a second one that has Martin Redmond specified.

In line with the setup of the position hierarchies and the workers assigned, the correct line managers are always identified as the ones that need to approve those invoices. For details, please have a look at the following screen prints.

From what has been shown in this and the previous post, it can be summarized that the standard application can handle even complex multi-branch signing limit structures even though this requires the setup of separate position hierarchies and invoice workflows.

Another issue that has not been discussed so far is the fact that typically numerous accountants record and initiate the invoice workflow. This results in different workflow originators that are not incorporated into the position hierarchy shown above. To avoid that one has to setup numerous position hierarchies and invoice workflows, one single accountant – in the example Phyllis – can be setup in the position hierarchies. If the very same person is specified as the workflow owner…

…from which the workflow starts, this issue can be overcome.

The next post continues this one by investigating how project related invoices can be incorporated into invoice workflows that make use of signing limits. Till then.

Filed under: Accounts Payable Tagged: invoice, invoice recording, signing limits, workflow

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