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AP: BPM Rules - Invoices are routing for PO Lead for approval but invoices have to route for Jay's Approval

 Issue:

      The invoices have to route for Jay's approval when you create the invoices with source as "USCLAIMS" but they are routing for "PO Lead".

Analysis:


       Check the BPM Rules in task "Manage Task Configuration for Financials" 
*Here clickon "Task Configuration" and search "FinApInvoiceApproval".


Here clickon "FinApInvoiceApproval" and clickon "Goto Rule".


Here select the IFC USCLAIMS and see the approval rules. List Builder is nothing but the invoice for whom it is routing for approval.


Now search IFC non PO matched Invoices and one time invoices IFC prepayment


and the condition here is if the invoice header is equal to Intact CA BU here are the conditions that means if the invoice is created by using Intact CA BU then this invoice has to go for approval.


and if these test cases are satisfied then the invoices should route to approval to "Supervisory".


Solution:

Now the rule states that the invoices which are created by user has to route for approval for their supervisor and since you have changed the name in "Approval Groups" and if you change the name from Sandeep to Jay Prajapati invoices will not route for approval for Jay Prajapati.

If the invoices has to route for approval to Jay Prajapati then you have to goto the Task "Manage Users" and check the "Employment Information" Tab there we can see the manager and change the manager from "PO Lead" to "Jay Prajapati" then the invoice will route for Jay's Approval.




Now we can see that the invoice is routing for Jay Prajapati's approval













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