AP Workflow using Signature of Authority (SOA) Matrix
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Posted by Quest Customer Learning Team
- Last updated 10/25/23
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Presented at RECONNECT Envision 2021
Session ID: 100920
PeopleSoft Financials 9.2. delivers a method for sending vouchers through definable workflow. However, it is limited when trying to utilize a Signature of 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.
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