How to Configure Invoice Approval Rules for PO Matched and Non Matched Scenarios

How to Configure Invoice Approval Rules for PO Matched and Non Matched Scenarios

Business requirement to route the invoices to different approvers for the following scenarios:


1. PO matched lines, auto approve
Solution
Rule #1 -- "PO"
----------
Auto approve if all ITEM lines have PO ID:

IF
None
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID is null and
Invoice Line.Line Type Lookup Code is "ITEM"
}


2. Non PO matched lines, route to approver1
Rule #2 -- "Non PO"
----------
If no ITEM lines have PO ID:

IF
None
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID isn't null and
Invoice Line.Line Type Lookup Code is "ITEM"
}

3. If an invoice have a mix of PO matches and non-PO matched lines, route to approver2

Rule #3 -- "POAndNonPO"
----------
If invoice has ITEM lines with mix of PO ID and no PO ID

IF
At least one
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID is null and
Invoice Line.Line Type Lookup Code is "ITEM"
}
and At least one
{
Invoice Line is a Invoice Line and
Invoice Line.PO Header ID isn't null and
Invoice Line.Line Type Lookup Code is "ITEM"