It should be noted that Purchase Invoices do not work in the same way as standard purchase requests. For purchase invoices the transaction gets entered via Financials and is passed to FINOPS for approval.
This transaction then passes back to Financials following the approval process.
You can check the approvers for your Purchase Invoice (PIR) routing by carrying out the following actions in FINOPS administrator:
Go to System Options, Purchasing, Purchase Invoice Register
Select the Approval tab (ensure that the "Approval Type" is set to "N Level" or this article will not apply)
This will display the stages of approval for your Purchase Invoices. When a transaction is sent for approval by Financials , it enters FINOPS at stage one.
Select the stage you wish to view, followed by Edit
On this screen there are four tabs:
Approval Stage - The core approval. This decides who approves the transaction, what happens when it is approved, and what happens if it it rejected. this tab also contains additional options depending on the approval type you have set.
Alerts - This contains any alerts that will be sent out during the approval process. Alerts are emails that will be sent by FINOPS during the approval process (for example an alert may be sent to the approver to advise that they have something to approve.
Pre-Stage Rules - These are rules that are designed to check something specific within the transaction and then act on that information. For example, a rule could be configured to check a specific field for certain information and then re-route the transactions based on whether that information is true of false. For a pre-stage rule this check happens before the approver actually sees the transaction.
Post-Stage Rules - These work the same way as pre-stage rules, however, for post stage rules, the rule is checked after the approver has approved.
This information can then be used to establish how FINOPS is routing your Purchase Invoice entries for approval. This process can then be discussed with your accounting team and FINOPS administrator should any changes be needed.