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How To Create Sequential Approvals for Supplier Invoices

This guide shows how to set up sequential approval scenarios for supplier invoices.

Step by Step Guide:

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    How To Create Sequential Approvals For Supplier Invoices.


    This guide provides a step-by-step process for setting up sequential approvals for supplier invoices, ensuring compliance with company policies and enhancing financial control. By following these instructions, users can customize approval workflows tailored to their organization's needs, including defining approver types and notification preferences. This resource is essential for streamlining invoice processing and improving accountability within financial operations.



    1. Navigate to Set Up Files > Approval & Posting Settings.

    2. Click Approval Scenarios.

    3. Click New Scenario.

    4. Enter the following information:

    Office 
    Select an office.

    Transaction Type 
    Select Supplier Invoices. 

    Show inactive lines?
    Check to view inactive approval sequences. 

    Sequence 
    Enter the order of approvals as defined by the company's approval rules.

    Approval Data Type
    Select the data type

    • Billable Cost
    • Billable Cost Exceeds Estimate
    • Non - Billable Cost
    • Non- Billable Cost on Billable Client
    • Non- Billable Cost not on Billable Client

    Description
    Enter a description (the description entered can be the same as the approver type). 

    Minimum Amount
    Enter the minimum amount (if applicable). 

    Approver Type
    Select an approver type

    • Specific Approver
    • Transaction Creator
    • Supervisor of Transaction Creator
    • Approver Nominated on Transaction
    • User Access Group
    • Job Manager
    • Job Production Manager
    • Department Head

    Specific Approver 
    Enter the name of a specific approver (if applicable). 

    User Access Group
    Select a specific group to approve the purchase order (if applicable). 

    Message on Submit
    Click on the arrow and select from one of the following options to receive notifications on submitted transactions.

    • No message or email
    • Send message only
    • Send message and email

    To learn more about how to receive notifications on approval scenarios, click here. 

    Message on Approval
    Click on the arrow and select from one of the following options to receive notifications on approved transactions.

    • No message or email
    • Send message only
    • Send message and email

    To learn more about how to receive notifications on approval scenarios, click here. Active Check the box to keep the line item active.

    5. Click Save.