Bill-to-PO Matching: how to allow Bill Approvers to add Purchase Order Requesters as an Approver to a Bill
Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers
during the Bill-to-PO Matching, either automatically or manually, or if
they don't want to allow adding Purchase Order Requesters to a Bill
approval process.
Below is a description of how to set up the workflow:
To allow Bill Approvers to add Purchase Order Requesters as a Bill Approver, select "Yes, display a list of Requesters to be added":
Please note: you can restrict the adding of Purchase Order Requesters as Bill Approvers by selecting "No" in the above setting. Alternatively, it's possible to add Purchase Order Requesters as Bill Approvers automatically during the matching - by activating the option "Yes, automatically add all of the Requesters (if applicable)".Important note: Purchase Order Requesters will be added automatically or as a list only if the approval condition in the Bill workflow step is set to "All".Related Articles
Bill-to-PO Matching: how to add a Purchase Order Requester as a Bill Approver
Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching, either automatically or manually, or if they don't want to allow adding Purchase Order ...Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching
Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?
The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...Bill-to-PO Matching: Who is allowed to match Bills and Purchase Orders?
The Bill-to-PO Matching feature is available to: Current Bill Approver Bill Requester The Organisation's Administrator PO Requester if they were added by an Approver during matching procedureBill-to-PO Matching: What is Bill-to-PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Approvals can be restricted to ...