The renewed advanced routes configure approval and reading flows within AP Automation and Procurement. You build them from criteria groups, approval groups, reader groups and readers. The weight determines the priority; every change is recorded in the audit log.

Renewed advanced routes

Purpose of the renewed advanced routes

The renewed advanced routes provide a more extensive and flexible way to configure 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 can be accessed via the cog icon in the top right of the navigation bar:

Setup → Advanced routes

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

• View and manage: the advancedrouting:can_use_advancedrouting permission is required. This is generally linked to the application administrator role.

Landing page and navigation

After navigating to the advanced routes, a landing page with six tiles is displayed. Each tile leads to a component of the functionality.

The five components 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 reading access.
• Approval groups - groups of approvers with limits and order.
• Criteria groups - sets of criteria that determine when a route or reader applies.

After opening a component, a navigation bar appears at the top of the page, allowing you to quickly switch between the six components. The active component is highlighted in pink.

In this guide

• Advanced routes overview screens
• Set up criteria groups
• Set up approval groups
• Set up reader groups and readers
• Build an advanced route
• Audit logging of route changes
• Configure a route: recommended order and best practices

Summary

• The renewed advanced routes use 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 Match one or all field determines, when multiple criteria groups are used, whether all or at least one must be met.
• The weight determines the priority when multiple routes apply; the minimum value is 1.
• All components have full audit logging with version history and a mandatory reason for change.

• All components can be managed in bulk via Export to Excel, Template and Importing.