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Set up vendor invoice policies

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This article explains how to set up vendor invoice policies. Vendor invoice policies are run when you post a vendor invoice by using the Vendor invoice page and when you open the vendor invoice Policy violations page. You can also configure the vendor invoice workflow to run vendor invoice policies every time that you submit an invoice to workflow.

  • Vendor invoice policies do not apply to invoices that were created in the invoice register or invoice journal.
  • Invoice matching validation does not use vendor invoice policies, but is instead set up in the Accounts payable parameters page.
  • This recording uses the USMF demo company. The accounts payable manager or accounting manager role would perform these steps. Before you begin, make sure that the Invoice matching configuration key is selected.

Prepare to create vendor invoice policies

  1. Go Accounts payable > Setup > Accounts payable parameters.
  2. Select the Invoice validation tab.
  3. Select or clear the Automatically update invoice header status checkbox.
  4. Select OK.
  5. In the Post invoice with discrepancies field, select an option.
  6. Close the page.
  7. Go to Accounts payable > Policy setup > Vendor invoice policies.
  8. Select Parameters.
  9. Select Add.
  10. Close the page to return to the home page.

Create policy rule types for vendor invoices

  1. Go to Accounts payable > Policy setup > Vendor invoice policy rule types.
  2. Select New.
  3. In the Rule name and Description fields, type values.
  4. In the Query name field, select the drop-down button to open the lookup, then select the desired record.
  5. Select Save.
  6. Close the page to return to the home page.

Define a vendor invoice policy

  1. Go to Accounts payable > Policy setup > Vendor invoice policies.
  2. Select New.
  3. In the Name and Description fields, type values.
  4. Expand or collapse the Policy organizations section.
  5. In the tree, select Contoso Entertainment System USA.
  6. Select Add.
  7. Expand or collapse the Policy rules section.
  8. Select Create policy rule.
  9. In the Policy rule description field, type a value.
  10. Select Filter.
  11. Select Add. Select the desired record.
  12. In the Table, Derived table, and Field fields, select or enter options from the drop-down menus.
  13. Close the page.
  14. In the Criteria field, type a value.
  15. Select OK.
  16. Select OK.
  17. Close the pages to return to the home page.