To Set Up the Approval of AP Documents

You set up the approval workflow for AP documents by using the Accounts Payable Preferences (AP101000) form. For more information on these approvals, see Specific Approvals: Accounts Payable Documents.

Before You Proceed

Before you set up the approval of AP documents in your system do the following steps:

1. Review the organization's hierarchy of workgroups on the Company Tree (EP204061) form, and add new groups whose members are authorized to approve AP documents, if needed.
2. You make sure that the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
3. You make sure that needed approval maps and notification templates (if required) have been configured, as described in Approval Configuration: Approval Maps and Approval Configuration: Pending Approval Notifications.
4. Optionally, if a notification template is prepared and used, the system will use it for notifying approvers about the documents pending their approval.

To Specify the Approval Settings for AP Documents

1. Open the Accounts Payable Preferences (AP101000) form.
2. Go to the Approval tab of this form.
3. For each AR document for which you want to specify an approval map, do the following:
   1. On the table toolbar, click Add Row. Notice that the Active check box is selected, which indicates that this approval map will be used for documents of the specified type.
   2. In the Type column, select the document type for which you want to set up approval process: Bill, Credit Adj., Debit Adj., Prepayment Req., Payment, Cash Purchase, and Prepayment.
   3. In the Approval Map column, select the approval map that has been created for AR documents of the specified type.
   4. Optional: In the Pending Approval Notification column, select the email template to be used for generating emails about the documents of this type that are pending approval.
4. Click Save on the form toolbar.