Why Is This Invoice Routing For Approval?

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In Unimarket, invoices are typically routed for approval only if they fall outside the community's configured tolerance limits. Approvers receive a Task menu notification and an email stating, "Invoice XXXX has been received and is awaiting your approval".

The steps below will help you determine the exact reason an invoice was routed for approval and verify if the routing was correct according to the community's tolerance settings.

 

Step 1: Locate the Invoice

Users with the Create Invoices role, can find the specific invoice:

  1. Navigate: Go to the Invoices module.

  2. Search: In the Search Invoices/Order field, enter the applicable invoice or order number.

  3. Select the magnify icon to search.

 

Step 2: Identify the Tolerance Violation

Once the invoice view screen appears, check the line items for the reason it requires approval:

  1. Select the Items tab.

  2. Locate the line item(s) in the Pending Delegated Approval state.

  3. View Reason: Hover over the encircled "i" icon .

This action displays the specific reason the invoice was outside the community's tolerance (e.g., "invoiced unit price is greater than the ordered unit price").

 

Step 3: Review Community Tolerance Settings

Users with the Community Administrator role can verify the community's tolerance settings:

  1. Navigate: Go to the Administration module > select Modules > click Invoices.

  2. View Settings: Select the Settings tab.

 

Sample Scenario Verification:

Line item 2 was invoiced at unit price of $23.28, which is greater than the ordered unit price of $19.76 and it is outside of the community's tolerance settings.

Upon review the community's tolerances, they have enabled Match on Unit Price and the Unit Price Tolerance Percentage is set to 5%. When dividing $23.28 into $19.76 the total is 0.84, which is more than 5%. For this reason, the invoice was routed for approval.

 

Step 4: Routing Issue (If Applicable)

If, after utilizing the steps above, you determine that the invoice routed correctly based on the tolerance violation but was sent to the incorrect user, further investigation into the approval chain configuration may be required.

 

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