Payment Proposal Approval

Use Payment Proposal Approval in the Administrative Follow-Up submodule in the Finance & Administration module to view and manage payment proposals.

To use Payment Proposal Approval, you must have access to Finance & Administration as defined in User Access Rights under Settings.

Payment Proposal Approval displays all creditor payment proposals that have not been approved.

Payment Proposal Approval provides two grids: the main grid, which displays an overview of creditor payment proposals for approval, and a subgrid, which displays approver details.

From the main grid, you can perform the following actions:

• Approve a payment proposal
• Reject a payment proposal
• Display approver details for a payment proposal (as a subgrid)
• Search for a payment proposal

The subgrid enables you to access more detailed information about the payment proposal that you select in the main grid. The subgrid provides the following tabs:

• Approvers: Displays information such as Approver, Role, Priority, Approve Date, and Rejected By.

  You can use the Search field to find specific approver information.

  You can alsodisplay or hide approvers that have been removed.

• Detail Lines: Displays information such as Voucher Number, Creditor No., Creditor Name, Method, Currency, Amount, and Payment Date.

  You can use the Search field to find specific detail lines information.

To view and manage only the records that require your approval, navigate to Tasks > Approval > Payment Proposal for Approval.

For information about the payment proposal approval flow setup, see Creditor Payment Proposal Approval.