AP Subcontractor claim payment approval workflow change to allow only claims with invoices/attachmentss
It would be great to have a workflow parameter to restrict the processing/posting and approval of a subcontractor claim that does not have an invoice/attachment? For example, We have the scenario where a retention claim can be approved and paid without an invoice or a DOR.
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Company
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Kane Constructions Pty Ltd
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Job Title / Role
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Financial Controller
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I need it...
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3 months
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Thanks Andrew,
We will approach Norm to make the required parameter changes.
This has been most helpful.
Hi David,
There are a couple of things you can do.
- You can prevent the claim being processed in the first instance unless
there is an attachment to the Registered Invoice that is attached to the
claim. In this way it is guaranteed to have at least a scanned invoice
attached to the claim as it moves through the process.
- You can then also force the SC Authorisation Approver to view the claim
attachments before the claim can be approved.
cheers
Andrew
*Andrew Tucker | **Sr Product Manager APAC*
*Trimble Viewpoint*
*D:* +61 2 9492 4100 | *C:* +61 416 209 722
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Hi Andrew,
We are looking to exclude claims for approval that do NOT have an invoice/DOR. Will the parameter allow for this? Essentially we want to stop s/c claims being approved that do not have an invoice/DOR document. I was not sure of your 2nd sentence and what it meant in context to the above limitation.
Cheers
Hi David,
This is possible already and you can activate by parameter and process.
The only thing you need to be careful of is that dummy attachments will be
required for Claim adjustments that may be required and Retention Releases.
Please log a support request for assistance on this or Norm should also be
able to help and we are happy to support Norm.
cheers
Andrew