To Set Up the Approval of AR Documents

You set up the approval workflow for AR documents by using the Accounts Receivable Preferences (AR101000) form. For more information on these approvals, see Specific Approvals: Accounts Receivable Documents.

Before You Proceed

Before you set up the approval of AR 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 AR 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 AR Documents

1. Open the Accounts Receivable Preferences (AR101000) 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: Invoice, Credit Memo, Debit Memo, Cash Refund, and Refund.
   3. In the Approval Map column, select the approval map that has been created for AP 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.