Invoice Approval Workflow Exception Criteria
When a request enters the Invoice Approval Workflow, it's validated against a set of exceptions to see if it needs approval. All of these exceptions are checked in the Invoice Validation state. For more information about the workflow states, see Invoice Approval Workflow States.
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Credit Hold: The workflow validates the customer's account associated with the invoice. If there's a credit hold on the account, invoices for this customer needs approval.
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Terms Validation: The workflow compares the invoice to the customer record. If the payment terms don't match, the invoice is routed for approval.
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Tax Amount Exception: The workflow verifies the tax amount on the invoice. If there's no value for the tax amount, the invoice will require approval.
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Flagged Customers: The workflow validates the customer record associated with the invoice. Invoices from flagged customers, such as new customers, are routed for approval.
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First Invoice: The workflow verifies that there are no previous invoices for the customer. If it's the customer's first invoice, it will require approval.
If you don't need all of these exceptions, you can disable some of them in the workflow. For instructions on how to disable exceptions, see Disabling Exception Criteria.