The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
To add a new Easy route or change an existing one, click Setup → Platform → Easy routes.
Create a new Easy route:
Click on the button in the Easy routes overview.
A new Easy route can now be created. This page contains 4 tabs:
- Easy routes
- Approvers
- Readers
- Audit
Tab Easy routes
In the Easy routes tab, the description of the route is entered and the company to which the Easy route applies.
- An Easy route is only active if Active is checked.
Tab Approvers
One or more approvers must be added in the Approvers tab.
A new approver can be added by clicking the or 'Add Approver' button, depending on whether one approver has already been entered.
An Approver must be selected and an Approval Limit must be entered for that person. If more than one approver is entered, the approval limit of the next person must always be equal to or higher than the previous approver. The last approver must always have the Unlimited checkbox checked. This also applies if only one approver is selected.
Tab Readers
One or more users can be added in the Readers tab. This concerns users who are given reading rights for invoices that go through this route.
Tab Audit
In the Audit tab you can find a brief overview of the previous versions of this Easy Route and when, by whom and why it was changed*.
By clicking one of the lines you can see how the Easy route was set up at the time.
* When changing and saving an Easy Route, you will be asked for the reason for the change. You will then see this in the Audit tab.
Overview
In the overview of the easy routes you can immediately see which routes are in use, which approvers are involved in this route and what their approval limit is.