The renewed advanced routes in AP Automation and Procurement, which build approval and reader flows from reusable blocks: criteria groups, approval groups, reader groups and readers. Priority follows a weight of at least 1, and all components have audit logging with a mandatory reason for change.

Renewed Advanced Routes

Purpose of the Renewed Advanced Routes

The renewed advanced routes provide a more extensive and flexible way to set up approval and reading flows within AP Automation and Procurement. The functionality is available for invoices, purchase requests, purchase orders, and goods receipts.

The renewed setup is suitable for organisations that:

• Want to configure complex approval flows that apply across multiple companies.
• Want to set up routing based on reusable criteria and approval groups.
• Require full version control and audit logging for every change.
• Want to import and export routes via Excel.

Access and Permissions

The renewed advanced routes are accessible via the gear icon at the top right of the navigation bar:

Setup → Advanced Routes

The following permissions are required to view and manage advanced routes:

• View: read rights on advanced routes.
• Create and edit: management rights on advanced routes (usually linked to the application administrator role).
• Configuration settings: access to the advanced routing configuration (see section 8).

Landing Page and Navigation

After navigating to the advanced routes, a landing page appears with six tiles. Each tile leads to a part of the functionality.

The six parts are:

• Advanced Routes – the main overview of all configured routes.
• Readers – linking a criteria group to a reader group.
• Reader Groups – groups of users with read access.
• Approval Groups – groups of approvers with limits and order.
• Criteria Groups – sets of criteria that determine when a route or reader applies.
• Advanced Routing Configuration – general settings that determine which options are available within the environment.

After opening a part, a navigation bar appears at the top of the page allowing quick switching between the six parts. The active part is highlighted in pink.

In this guide

• Overview screens for advanced routes
• Setting up criteria groups
• Setting up approval groups
• Setting up reader groups and readers
• Building an advanced route
• Audit logging of route changes
• Advanced routing configuration
• Setting up a route: recommended order and best practices

Summary

• The renewed advanced routes work with reusable building blocks: criteria groups, approval groups, reader groups, and readers.
• An advanced route links a criteria group to an approval group; a reader links a criteria group to a reader group.
• The field Match one or all determines, for multiple criteria groups, whether all or at least one must be met.
• The weight determines the priority when multiple routes apply; the minimum value is 1.
• All parts have full audit logging with version history and mandatory reason for change.
• Via Export to Excel, Template, and Importing, all parts can be managed in bulk.
• The advanced routing configuration determines which options are available within the entire environment.