Approval Plan form

Use the Approval Plan form to view details of the overall invoice approval process.

表 : 1. Approval Plan form

Field	Description
Number	System-generated unique identifier for the approval plan.
Approval Rule	The approval rule that you want to reference for this plan.
Approval group	Group containing the users responsible for approving the plan.
Approving record	Invoice record that requires approval.
Detail records	Details about the invoice and invoice line records.
Approval routing method	Method of routing the approvals. The options are sequentially and in parallel.
Approval decision method	Method of approving the rule. You can select if all approvers must approve the rule or any approver can approve it.
Approval	Status of the approval plan request. The options are Not Yet Requested, Requested, Approved, Rejected, and Self Approved.
State	Work status on the requested approval plan. The options are Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped.
Approver list	User or users responsible for approving the plan.
Approver group list	List of groups containing the users responsible for approving the plan.
Short description	Short description of the approval plan in the following format: Invoice approval required for <supplier name>.

関連概念

• Accounts Payable Operations glossary

関連資料

• Accounts Payable Operations properties
• Create New Invoice Line form
• Create invoice cost allocation form
• Outbound cost allocation staging table
• Distribution set form
• Create New Invoice case form
• Create New Invoice task form
• Invoice processing case form
• Tax lines
• Invoice exception form
• Request Help form
• Master data table for Accounts Payable Operations
• Invoice exception definition form
• Approval Rule form