PeopleSoft Financials 9.2. delivers a method for sending vouchers through definable workflow.  However, it is limited when trying to utilize a Signature Authority Matrix. 

Utilizing delivered Voucher Workflow functionality, we added another layer of innovation that allows the AP Associate to SELECT the first level approver.  If the approver doesn’t have appropriate signature authority, the voucher will route to the next level until signature authority has been met. 

This allows the AP Associate the flexibility to route the voucher to the appropriate approver, regardless of Department, type of invoice/vendor, or amount. 

Review delivered AP Workflow Approval Setup and how it works.  Explain how the delivered workflows were restricting us in AP for Approvals. 

Review Signature of Authority Matrix and how it can relate to your company.  Explain concepts behind this method of approval levels and what it takes to implement it. 

Demonstrate setup and configuration for Voucher Workflow, modifying the voucher page, building View tables and SQL to pull it all together. 

Presented by

Tam Hibbard, Cherokee Nation Businesses 

Richard Conley Cherokee Nation Businesses