angdip
New Member - Level 1

Processor should not be allowed to approve an invoice that is out of balance

 

Hi there,

We are trying to set up a har stop at the processor level when the itemization total for an invoice does not equal $0.

In other words, the invoice total (request total) should be completed itemized not leaving any balances. 

out of balance invoice.JPG

Thank you

Angelo

2 REPLIES 2
KevinD
Community Manager
Community Manager

@angdip I took a look and didn't see anything in the Audit Rules conditions to build such a rule. I have posted internally why a Payment Request with a negative amount remaining can even be submitted. I'll let you know if I hear anything back.


Thank you,
Kevin
SAP Concur Community Manager
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KevinD
Community Manager
Community Manager

@angdip Me again...so there is an audit rule in place that would prevent users from submitting the Invoice if the remaining amount in the itemization isn't zero. However, this rule is triggered by trying to submit. What happened with this Invoice is someone changed a tax field after the Invoice was submitted, which then threw off the totals. Audit Rules are for not allowing things to be submitted if there are things that need fixing. 

 

Now, the system can be set up so that Processors and approvers cannot change certain fields. That would prevent this situation from happening again. This would mean that if an approver or processor sees a mistake with the amounts, they would need to send the Invoice back to the submitter to have them make the changes. 

 

As of now, there isn't a setting or audit rule that can prevent what you are asking.


Thank you,
Kevin
SAP Concur Community Manager
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