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The Invoice Approval dialog box provides an area to record approval information for an invoice.
Fields
Name – The name of the person approving the invoice.
Approval Status – The status of the approval of the invoice. Clicking Pending on the dialog box will change the status to “Approved” and populate the Approved Date field with the current date.
Received Date – The date the invoice was routed to the approver.
Approved Date – The date the invoice was approved.
Order – The order in which the invoice will be routed to approvers and is as follows:
§ Any approver with no entry in the Order field will receive the invoice first.
§ Next, the approver with the first sequential number (beginning with the value of “1”) in the Order field will receive the invoice for approval. If multiple approvers have the same value in the Order field, the invoice will be routed to each at the same time and will not be routed to the next approver until all the previous approvers have approved/rejected the invoice or timed out.
§ The master approver (approver with a value of 99 in the Order field) will receive the invoice last. If multiple approvers have a value of 99 in the Order field, the invoice will be routed to each approver simultaneously.
Timed Out – If the invoice approver timeout feature is enabled, an indication of whether the time period for the approval of the invoice has passed.
Comments – A freeform comment concerning the invoice line item.
Buttons
Save – Click to save the line item and close the dialog box.
Save/New – Click to save the line item and clear the dialog box to enter information for another line item.
Close – Click to close the dialog box.