Payment Proposal Approval
Use Payment Proposal Approval under Finance & Administration to view and manage payment proposals.
To use the Payment Proposal Approval submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
The Payment Proposal Approval submodule displays all creditor payment proposals that have yet to be approved.
The Payment Proposal Approval screen consists of two grids: the main grid, which displays an overview of creditor payment proposals for approval, and a subgrid, which displays approver details.
- Approve a payment proposal
- Reject a payment proposal
- Display approver details for a payment proposal (as a subgrid)
- Search for a payment proposal
- Approvers: The Approvers tab displays information such as
Approver,
Role,
Priority,
Approve Date, and
Rejected By, among others.
You can use the Search field to find specific approver information.
You also have the option to display or hide approvers that have been removed.
- Detail Lines: The Detail Lines tab displays information such as
Voucher Number,
Creditor No.,
Creditor Name,
Method,
Currency,
Amount, and
Payment Date, among others.
You can use the Search field to find specific detail lines information.
To view and manage only the records that require your approval, go to
.For information about the payment proposal approval flow setup, see Creditor Payment Proposal Approval.
- Related Topics:
- Procedures
Use the procedures in this section to view, approve, reject, or delete payment proposals.