Approval Tab

The following is an example of the Approval tab on the Invoice form:

Review the established approval chain displayed on the tab. The following roles may be displayed on this tab depending on your Trading Partner:

• Your Trading Group icon is always displayed.
• An Approver icon may also be displayed.
  If present, this means that your Trading Partner is set up with Field Ticket Approver with a functioning Approval Chain through Workbench.
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  A Trading Partner set up with Field Ticket Approver will have an approval chain that looks like the following:
  
  
  As an Invoice is processed, it's status will be displayed with the Approver icon:
  
  
  
  If an Invoice is not in "Stage 1 Approved"/"Rejected" or "Approver InReview" status, the Approver icon will have a "Redirect" button displayed that will allow you to change the approval of the document to another approver, if one is available:
  
  

note	If the Approver icon is marked with a "?", this mean that Invoice/Field Ticket Approver is active for your Trading Partner, but an Approver was not already selected. For more information, refer to Selecting an Approver, page 1.

• Your Trading Partner's icon is always displayed.

note

This does NOT mean that your Trading Partner is set up with Invoice Approver. To verify if Invoice Approver is active for your Trading Partner, check to see whether there is an Approver field visible under the Approver area in the Shipment tab.   If there IS an Approver field under the Approver area in the Shipment tab, an approver will either already be populated , or should be selected.

 

note	Situations may arise that require you to select an alternate approver. For more information, refer to Redirecting to another Approver, page 1.

 

NOTE	Validation requirements, status updates, workflows, and available fields and features may vary depending on your Trading Partner. For details on each Trading Partner's requirements and workflow, see their Quick Reference sheet.