Create an invoice exception definition

You can create invoice exception definition for invoices of types PO, Non-PO, credit memo.

Before you begin

Role required: sn_ap_apm.admin

This video shows you how to create an invoice exception definition.

Procedure

1. Navigate to All > Accounts Payable Operations > Administration > Invoice exception definition.
2. On the Invoice exception definitions form, select New.
3. On the Invoice exception definition form, fill in the fields.
   For a description of the field values, see Invoice exception definition form. Example: Missing business owner or legal entity.
4. Select Active.
5. Select Applicable to as PO invoice.
6. Enter the order number by which the exception must be executed.
7. Select and hold (or right-click) on the form and Save.
   The form is saved.
8. Configure the subflow that you want to choose from the drop-down list.

   For more information on sub flows, see Create subflow in workflow studio.

9. Select Save.
10. Open an invoice record with all fields configured and click View invoice processing case.
    For more information on creating an invoice record, see Create an invoice manually. The exception engine runs and displays exceptions in the Review exceptions activity card of the playbook.
11. Click Resolve exceptions activity card.
    The exceptions are displayed. Navigate to the invoice details and populate the valid business owner details.
12. Navigate to the invoice details and populate the valid business owner details.
13. Click Save.
14. Click Check exceptions.
    The exception is raised and resolved successfully.

• Create subflow in workflow studio
  Use subflows to configure conditions that are applied on the invoice and raise an exception.