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    Configuring Invoice Approval Rules

    To configure invoice approval rules, you must have the following role:
    • Acquisitions Administrator
    • General System Administrator
    Invoice approval rules determine whether an invoice requires manual approval. See Approving Invoices. The rules apply to all libraries in the institution.
    You configure invoice approval rules from the Invoice Approval Rules page (Configuration Menu > Acquisitions > Invoices > Invoice Approval Rules). For more information about rules tables, see Rules Tables.
    Invoice Approval Rules.
    Invoice Approval Rules Page
    This default rule has no configuration parameters and can only be set to True or False, as follows:
    • True – Sent for approval.
    • False – Don't send for approval. The invoice is waiting to be paid and proceeds to the payment stage of the workflow.
    Add or edit rules on the Invoice Approval Rules page (select Add Rule or select Edit in the row actions list).
    Each invoice approval rule can be either enabled or disabled. By default, each new rule is enabled.
    Invoice Approval Rules (Add/Edit) Page
    See the following table for the criteria (input parameters). For Result, True indicates that the invoice is sent for review. False indicates that the invoice is not sent for review and is sent for approval.
    Invoice Approval Rules Input Parameters
    Parameter Description
    AssertionCode The type of generated alert. For a list of possible values, see Invoice Review Rules Input Parameters.
    VendorCode The vendor.
    InvoiceLineNumber The invoice line number.
    InvoiceCreationFormOptions The process that created the invoice. Options are:
    • EDIteur Invoice Message
    • From PO
    • Loader
    • Manually
    • Any