Oracle ap invoice approval setup

You can also determine whether to allow posting for the hold codes you define. If you assign a posting hold code to an invoice, you cannot post the invoice until you remove the hold.

Payables predefined invoice hold codes

Payables predefines hold codes and release holds that it uses to apply and release invoice holds during Approval.

In the Invoice Approvals window, you can query the predefined hold and release approval codes that Payables provides, but you cannot modify them.

Defining Supplier Controls

You can automatically place holds on invoices for a supplier site by enabling invoice controls for the site. Payables provides you with four types of controls that you can enable in the Control Information region at the supplier site level of the Suppliers window. You can also define default values for these controls in the Control region at the supplier level. Payables automatically assigns defaults you define for a supplier to any new sites you enter for the supplier. See: Control Region of the Suppliers and Supplier Sites window.

Defining Invoice Approvals

To define invoice approval codes:

1. In the Invoice Approvals window enter the type of approval code you are defining. You can define either hold or release codes. For detailed information on any field, see: Invoice Approvals Window Reference.

Enter a unique Name and Reason to identify the approval code. The name and reason will appear on a list of values whenever you need to enter the approval code.

If you are defining a hold code, enable the Postable option if you want to allow Payables to post invoices that have this hold code.

If you want to inactivate the approval code on and after a certain date enter an Inactive Date.

2. Save your work.