Approval Rules for Vendor Invoice Approvals

When invoice approvals are enabled and you define a threshold amount, the PM Approval Required and/or Finance Approval Required check boxes will be checked automatically upon saving if the invoice amount exceeds the defined threshold amount. The following are the rules for checking or unchecking the PM Approval, Finance Approval Required, and On Hold check boxes as well as the Finance Approver field.

Field Name	Change	Rules
PM Approval Required	Unchecking the PM Approval Required check box	If approvals are not required by default, this field can be unchecked. If a threshold amount is defined and the amount is below the threshold amount, this field can be unchecked. If a threshold amount is defined and the amount is above the threshold amount, only a user with super approver access can uncheck this field.
PM Approval Required	Checking the PM Approval Required check box	If the invoice is not partially or fully paid, the user can manually check this field.
Finance Approval Required	Unchecking the Finance Approval Required check box	If approvals are not required by default, this field can be unchecked. If a threshold amount is defined and the amount is below the threshold amount, this field can be unchecked. If a threshold amount is defined and the amount is above the threshold amount, only a user with super approver access can uncheck this field.
Finance Approval Required	Checking the Finance Approval Required check box	If the invoice is not partially or fully paid, the user can manually check this field.
Finance Approver	Add a finance approver	If there was no finance approver assigned and the invoice is not finance approved, you can assign a finance approver.
Finance Approver	Edit or remove a finance approver	If there was already a finance approver assigned but the invoice is not finance approved, you can edit or remove the finance approver.
On Hold	Removing the On Hold check box	If the approval required check box(es) are checked and the approval status for all items on the invoice are not approved, you cannot remove the On Hold check box at the invoice or transaction levels.
	Automatically apply the On Hold check box	If the approval required check box(es) are checked as part of the current changes to the invoice, the On Hold check box will automatically be checked for the whole invoice.
	Manually apply the On Hold check box	You can apply the On Hold check box as per existing rules.
Cost Amount	Update invoice amount such that total invoice amount goes above threshold	The PM Approval / Finance Approval check box will be applied automatically on Save. 'On Hold' will get applied automatically on Save.
	Update invoice amount such that total invoice amount goes below threshold	Approval required / On Hold will not be turned off automatically but you can manually remove the flag.
	Update invoice amount (for approved invoices)	If the invoice is not yet paid: If the amount is below the threshold, you are allowed to update the invoice amount and it does not required re-approval. If the amount goes above the threshold, you are allowed to update the invoice amount but it will require the invoice to be approved again. If the invoice is partially paid, you will not be able to edit the amount.
Project/Phase/Activity	Changing a project/phase/activity for an invoice that has been approved but not paid	If the item is already PM and/or Finance approved, you are allowed to change the project/phase/activity (as per existing rules), but it will require approval again.
	Changing a project/phase/activity for partially paid invoices	If the item is partially paid, you are allowed to change the project/phase/activity (as per existing rules).
	Changing a project/phase/activity for unapproved invoices	If the item is not PM and/or Finance approved, you are allowed to change the project/phase/activity (as per existing rules).
	Remove project/phase/activity	If you want to remove the project/phase/activity, you are allowed (as per existing rules) .