Override Send to Approval as the default action for one supplier

To handle large amounts of invoices more efficiently, you can send all invoices to Approval as a default action.

If nothing is selected in the Suppliers (AP303000) window, the system will use the Approval license to define the default action for this specific supplier.

  • If Approval is activated, the default action is Send to Approval.
  • If Approval is not activated, the default action is Release.

You can override these actions defined by the license for one specific supplier, by following the instructions below.

  1. Go to the Suppliers (AP303000) window.
  2. Go to the General settings tab.
  3. Find the Invoice import settings section.
  4. In the Default action for invoice inbox drop-down list, select Send to Approval.
    You can also set Hold or Release as a default actions here.
  5. Click .

You can also override this default action for all suppliers: Override Send to Approval as the default action.