Increase the control of your liabilities with the new standard Voucher Approval Workflow
Author: Izaskun Ajuria
Consultant Managed Services Functional @Quistor
Having your liabilities under control is a tough task where there are usually several departments involved. Their accuracy regarding amounts and due dates is key to having a good balance towards your investments. This is why the new functionality included in one of the latest JD Edwards Tool releases (Release 23) can bring you an additional but helpful step in auditing your AP transactions.
The Voucher Approval Workflow is intended to enable managers to review and approve/reject vouchers before they are eligible to be paid. While we already had other options within JDE to control vouchers before the payment step (such as leaving the batch on hold status or setting a custom pay status at voucher creation), this new approach includes the ability to set approval levels based on gross amount (threshold value) and assigning levels to different users.
The workflow functionality acts in the following way:
- JDE sends a workflow message to the approver when a user creates a voucher with a gross amount exceeding the threshold value set in the approver’s distribution list.
- Once the workflow is triggered, the pay status of the voucher remains at a new status of Y as in Workflow in Progress.
As of this point, the user cannot make any change in the voucher:
- The approver of the voucher receives an email and/or message in the Work Center with the voucher info along with the shortcut link to an interactive application to approve or reject the voucher.
When the approver clicks on this link, the system displays the Workflow Approval form where you can either accept or reject the voucher.
If the voucher is approved, pay status moves from Y to A as in accepted, and then, normal payable flow can continue. If it is rejected, the status moves from Y to F as in rejected and will not be able to be eligible for payment any longer.
Would you like to see it in more detail? Contact Quistor and request a demo!
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