Hi,
My organisation is implementing Concur Invoice and we are trying to set up the invoice workflow to relate to our current internal processes and are wondering whether we should be using the Cost Object by Limit, Cost Object by Level or whether we should use another standard or custom route to implement this.
Currently, we have three levels:
0k-50k: Cost Center Owner
50k-100k: Department Head
100k+: Executive level
When an invoice is routed for approval in the workflow, if it is within the 0k-50k limit, it only requires the cost center owner to approve and then the invoice is fully approved and goes to the processor.
If the invoice is within the 50k-100k limit, it will need both the cost center owner as the first approver and then the department head as the second approver before it goes to the processor.
If the invoice is 100k or above, it will need the cost center owner as the first approver and the executive as the second approver (skipping the department head) before it goes to the processor.
We have been informed by our Concur implementers that with the cost object by limit approval, we cannot skip any approvers and an invoice would need to route to all 3 sets of approvers before processing which will not be favourable with our executive level, particularly for low level invoices.
We have also been informed that the cost object by level approval can skip approvers if needed, but we cannot devise this by a limit (which is our current process) but by title/category.
Please advise.
Many thanks in advance.
