Invoice Processing Rules

overview processing rules determine the baseline behaviour for an invoice based on its classification albeit you can dynamically change the processing rule during the life cycle of an invoice via customizing (optional — refer to the customizing section later in this document), the processing rule will set the default behaviour setup based on the gimmal link enterprise classification configuration, below are the processing rule options unless specified otherwise , the options below are relevant to both non po and po invoice types enable auto create non po/po attempt to automatically park the invoice given metadata from the content management system enable auto keep if auto create is enabled and successful, keep the invoice at the initial ap stage (enable auto keep ia) or send directly for the next processing stage (disable auto keep ia) enable pre pop non po/po if auto create is not enabled, or is enabled and fails, the initial ap team must first create the invoice (or send for exception) this option allows you to pre populate the sap invoice entry screen with metadata from the content management system if available enable auto send initial ap auto create successful work item will be sent to the next processing stage after initial ap (ie initial ap will be skipped) invoice "manually" created successfully (ie auto create is not enabled or fails, or the initial ap clerk parks the invoice successfully), the gimmal link enterprise pop up window can be skipped and the invoice can be sent directly for the next processing stage enable skip approvals for po invoices skip all approval levels for po based invoices deadline (days) initial ap in days, how long a work item will stay at the initial ap stage before escalation who receives this escalation is configured in the agents configuration (outlined later in this document) enable level 1 thru 5 approvals enable approval level based on configured thresholds level 1 thru 5 minimum amounts minimum dollar amount of invoice to enable the relevant approval level leave blank to indicate no minimum deadline (days) approval level 1 thru 5 in days, how long a work item will stay at particular approval stage before escalation who receives this escalation is configured in the agents configuration (outlined later in this document) skip final ap for posted document non po/po if the invoice is already posted when it arrives at this stage of the workflow, final ap will be skipped entirely and the gimmal link enterprise ap workflow will be completed automatically enable final ap non po/po enable the final ap stage enable autopost non po/po gimmal link enterprise can attempt to automatically post the invoice at the final ap stage this is only attempted if "enable final ap" is enabled above if auto post fails, a work item is automatically sent to a final ap agent enable auto send final ap auto post successful workflow will be set to complete (ie final ap will be skipped) invoice "manually" posted successfully (ie auto post is not enabled or fails, or the final ap clerk posts the invoice successfully), the gimmal link enterprise pop up window can be skipped and the workflow will be set to complete automatically force post if final ap is enabled, and in the case that a work item is sent to an agent (ie autopost is enabled and either fails or autokeep is enable / skip final ap is disabled) if the invoice is not posted, then the "complete workflow" on the gimmal link pop up window will be disabled deadline (days) final ap in days, how long a work item will stay at the final ap stage before escalation who receives this escalation is configured in the agents configuration (outlined later in this document) role resolution / agent determination who will receive dialogue (foreground) work items for workflow initial ap, approval, final ap, and exception stages is configured in the agent configuration refer to the section "agents" later in this document customizing options the following customizing options are available for invoice processing for information on how to implement, please refer to the section "customizing" later in this document custom rule determination to manipulate the processing rule for an invoice custom auto create to implement your own auto create logic custom pre pop to implement your own pre pop logic custom work item text to implement your own work item text custom auto exceptions to implement your auto exceptions custom auto post logic to implement your own auto post logic custom approval asl check to implement your own asl check custom role resolution / agent determination to implement your own logic to determine work item recipients custom notifications to implement your own method of notifying agents custom pre processor logic powerful badi to take control of all pre processing logic custom post processor logic powerful badi to take control of all post processing logic custom popup pbo logic to implement your own changes to the gimmal link pop up windows for processing custom popup pai logic to implement your own logic to the gimmal link pop up windows for processing