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Set Up an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved

AP vouchers can be automatically created in Accounting, for final approved AP invoices.

Follow the steps outlined in Create an Approval Workflow for an Application to create an approval workflow for AP Invoice Approvals.

To configure an AP Invoice approval workflow to create AP vouchers when AP invoices are final approved:

  1. In the Application field on the General tab of the Approvals Configuration form, select AP Invoice Approvals.
  2. On the Workflow tab, select the final step (last row) in the Approval Steps grid, and click Insert on the toolbar of the Step Actions grid.
    AP vouchers can be created only for the final step of an AP invoice approval workflow.
  3. On the Insert menu, click Create Voucher.
  4. On the Add Create Voucher Action dialog box, click OK.
    The Create Voucher step action is added to the Step Actions grid. The description that prefills in the grid for it is Create Voucher When Approval Workflow is Complete.
  5. Click Save on the toolbar of the Approvals Configuration form.
    If you added the Create Voucher action to a step other than the final step of the approval workflow, you receive a message that says you can add the Create Voucher action only for the final step of the workflow. You must remove the Create Voucher action from the approval step, and enter the Create Voucher action for the final approval step in the Approval Steps grid before you can save the workflow.