Purchase invoices don't work in the same way as standard purchase requests. You enter the transaction for purchase invoices via Dimensions then in FocalPoint for approval. This transaction then passes back to Dimensions following the approval process.
Check approvers
Click System Options then click Purchasing.
Click Purchase Invoice Register, then click the Approval tab.
Ensure the approval type is set to N Level.
Select the stage to view then click Edit.
Four tabs appear:
Tab | Description |
Approval Stage | Specifies who approves transactions, what happens and when you reject the transaction. |
Alerts | Contains any alerts sent out during the approval process — FocalPoint sends these as emails. |
Pre-Stage Rules | Check specific rules prior to approval. |
Post-Stage Rules | Check specific rules following approval. |
Use this information to confirm how FocalPoint is routing purchase invoice entries for approval.