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Job number and PO number

Have invoice automatically route to Coder/Approver after entering the header information and being able to read or enter job number or PO number from the invoice

  • Guest
  • May 13 2024
Automatic Invoicing
Company 3rd Party Consultant
Job Title / Role Fractional CFO
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  • Admin
    Geoffrey Falk commented
    15 May 22:19

    Can you tell us a bit more here?

    I am making a bunch of assumptions, but the system already defaults in the invoice approval code based on a set of rules. I am including the hierarchies that exist today:


    Job, Purchase Order, and Subcontract Invoice Routing Code Hierarchy

    A job invoice is defined as having a job code entered on the first row.

    1. Is a routing code defined for the subcontract or purchase order?

      1. Yes – use the code found

    2. Is a routing code defined for the job?

      1. Yes – use the code found

    3. Is a routing code defined for the vendor?

      1. Yes – use the code found

    4. Is a routing code defined on the invoice itself?

      1. Yes – use the code found

    5. Is a routing code defined on A/P Install?

      1. Yes – use the code Found

    6. Enter a routing code manually

    Payroll Add-on/Deduction Routing Code Hierarchy

    This only affects vendor invoices created by the Payroll cycle.

    1. Is a routing code defined for the add-on/deduction code on the time card?

      1. Yes – use the code found

    2. Is a routing code defined for the code’s vendor?

      1. Yes – use the code found

    3. Is a routing code defined on A/P Install?

      1. Yes – use the code Found

    4. Enter a routing code manually

    Equipment Invoice Routing Code Hierarchy

    An equipment invoice is defined as having an equipment code entered on the first row.

    1. Is a routing code defined on the Preventive Maintenance Equipment Work Order?

      1. Yes – use the code found

    2. Is a routing code defined in Equipment Maintenance?

      1. Yes – use the code found

    3. Is a routing code defined for the vendor?

      1. Yes – use the code found

    4. Is a routing code defined on the invoice itself?

      1. Yes – use the code found

    5. Is a routing code defined on A/P Install?

      1. Yes – use the code Found

    6. Enter a routing code manually

    Materials Management Routing Code Hierarchy

    This hierarchy is used for vendor invoices created in the Materials Management module.

    1. Is a routing code defined for the hauler?

      1. Yes – use the code found

    2. Is a routing code defined for the plant or pit?

      1. Yes – use the code found

    3. Is a routing code defined for the job?

      1. Yes – use the code found

    4. Is a routing code defined for the vendor?

      1. Yes – use the code found

    5. Is a routing code defined on A/P Install?

      1. Yes – use the code Found

    6. Enter a routing code manually

    Non-Direct Cost Hierarchy

    An invoice is considered non-direct cost when the first row is set to non-direct cost.

    1. Is a routing code defined for the vendor?

      1. Yes – use the code found

    2. Is a routing code defined on the invoice itself?

      1. Yes – use the code found

    3. Is a routing code defined on A/P Install?

      1. Yes – use the code Found

    4. Enter a routing code manually





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