Using routes

When an invoice arrives in AP Automation, route management will determine how it should go through any approvers.

To determine which route the invoice will follow, it is determined which routes meet the criteria.

Using Easy routes:

• A route is selected in the route header field.
• Can be used for both costs and logistics invoices.
• An invoice always goes as a whole via the easy route (is not split).
• When a route has been selected in the header (easy route), it is always followed.
  even if the invoice (or one or more lines) corresponds to an advanced route.

Using Advanced Routes:

Depending on the type of route:

• Costs: Route only applies to cost invoices
• Costs and logistics: Route applies to costs and logistics invoices
• Logistics:
  • Price difference: Route applies to logistics invoices (or lines) with a price difference
  • Quantity difference: Route applies to logistics invoices (or lines) with a quantity difference
• An invoice consisting of multiple lines can follow multiple routes.
  An invoice is then split, with the different parts following their own route. The parts are then combined again and the invoice is posted as a whole.

If (part of the) invoice meets the criteria of multiple routes, this is the order based on which the route is chosen:

• Route is active when the invoice is read into AP Automation
  (it is possible that a route is inactive, this route cannot be used by new invoices, invoices that are already in the workflow will retain their routes)
• If the route field is filled on the top, the selected easy route is followed, which overrules any advanced routes that also seem to apply.
• If multiple advanced routes meet the criteria, the route with the highest weight is chosen.