Create an invoice exception definition
Create invoice exception definitions to flag PO, Non-PO, and credit memo invoices based on defined conditions.
[Omitted video] Description: Create an exception definition
Before you begin
Role required: sn_ap_apm.admin
Procedure
Navigate to All > Accounts Payable Operations > Administration > Invoice exception definition.
On the Invoice exception definitions form, select New.
On the Invoice exception definition form, fill in the fields.
For a description of the field values, see Invoice exception definition form. Example: Missing business owner or legal entity.
Select Active.
Select Applicable to as PO invoice.
Enter the order number by which the exception must be executed.
Select and hold (or right-select) on the form > Save.
Configure the subflow that you want to choose from the drop-down list.
For more information on sub flows, see Create subflow in workflow studio.
Select Save.
Open the invoice record with all fields configured and select View invoice processing case.
The exception engine runs and displays exceptions in the Review exceptions activity card of the playbook.
Select Resolve exceptions activity card.
The exceptions are displayed. Navigate to the invoice details and populate the valid business owner details.
Navigate to the invoice details and populate the valid business owner details.
Select Save.
Select Check exceptions.
Result
The exception is raised and resolved successfully.
- Create subflow in workflow studio
Use subflows to configure conditions that are applied on the invoice and raise an exception.
Parent Topic:Invoice exceptions