There is invoice workflow approval running and i want to exclude from it specific supplier

Question

hi ,
please i am having some invoices from external system imported into oracle through interface , i want to import this invoices as approved or exclude it from the ap invoices approval workflow
will someone help me how this could be done ??
thanks

Answer 1

If it is a imported invoice, you can define the custom attribute based on source or specific vendor or both.
Below steps for approval not required for specific vendor
Please follow the below steps
1) Define custom attribute
Data type: Number
Usage Type: Dynamic
Value:
select vendor_id from ap_invoices_all where invoice_id = :transactionId
2) Define condition by using the above attribute, here give your vendor id (where approval is not required)
3) Define production rule & attach the above condition & ensure to select the following action type "NO INVOICE APPROVAL REQUIRED/INVOICE MATCHED"
4) initiate invoice approval for one invoice, the status of that invoice should be "Not Required"
Please update the test results once you are done.