The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
Advanced routes can be used for both costs and logistics invoices. The general use of the advanced routes is described below. For additional information about the use for logistics invoices, see Advanced route logistics.
To add a new Advanced route or modify an existing one, click Setup → Platform → Advanced routes
Create a new Advanced route
Click on the button in the Advanced routes overview.
A new Advanced route can now be created. This page contains 5 tabs:
- Advanced routes
- Criteria
- Approvers
- Readers
- Audit
Tab Criteria
In the Criteria tab, the Type of invoices is selected. The route may apply to:
- Cost
- Costs and logistics
- Logistics
When the Logistics option is selected, a number of additional settings will appear. See Advanced route logistics.
Multiple Dimensions can also be chosen for which this Advanced route is valid. For example, the Advanced route can be set up for Vendor, General ledger, Cost center, Cost unit and Project. In addition, it is possible to include Free header fields as routing criteria.
At least one criterion must be filled in. If the type of logistics has been chosen, the associated additional criteria are also included in this validation.
Tab Approvers
In the Approvers tab, the approvers for this Advanced route are selected.
A new approver can be added by
clicking or
depending on whether one approver has already been entered.
Unlike Easy route where people are selected, a function is chosen here. All people who have this position will then be shown including the Default Limit associated with this position*. If a different limit is desired for this route, the standard limit can be overwritten by filling the Overwritten Limit field.
If more than one line is entered, the limit of the next line must always be equal to or higher than the previous line. The last approver must always have Unlimited checked. This also applies if only one rule has been created.
For more information about job positions please see: Job positions
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 Advanced Route, and when, by whom and why it was changed*. By clicking on one of the lines you can see how the Advanced route was set up at the time.
* When changing and saving an Advanced Route, you will be asked for the reason for the change. You will then see this on the Audit tab.
Overview
The overview of the advanced routes shows which routes are active and inactive. It is also possible that a route is defective.
Defect route
A route is marked as defective if:
- a job description used in the route is inactive
- a job description used in the route has been changed in such a way that the approval limits of the approvers in the route no longer have an ascending order.
New invoices cannot use a broken route until the problem is resolved and the route is active again. Old invoices continue with the old version of the route (with the old limits based on the old job description).
Invoices always follow the route as it was active at the time of forwarding by the accounts payable administration. Only when the invoice is rejected and the invoice is returned to the accounts payable administration will the route be determined again. Changing the activity owner also has no influence on this.