Unternehmensverwaltung entdecken
Verwalten der Prozessorwarteschlangen
AP-Dashboard pflegen
Einführung in Unternehmenstools
Ausgabentypen und Kontencodes pflegen
Erstellen von Rechnungsprüfungsregeln
Customizing der Capture-Verarbeitung
Stellvertreterkonfiguration pflegen
E-Mail-Erinnerungen konfigurieren
Listenverwaltung konfigurieren
Workflows pflegen
Arbeitsplankonfiguration pflegen
Bestellung konfigurieren
Einführung in gemeinsame Verwaltungseinstellungen
Verwalten von bestellanforderungs- und rechnungsspezifischen Einstellungen
Testbenutzer anlegen
Cognos-Einstellungen pflegen
Schulungsdokumentation pflegen

Managing Confirmation Agreements

Objective

After completing this lesson, you will be able to configure and manage invoice confirmation agreements.

Confirmation Agreements Overview

Confirmation agreements in workflows are used when a company requires a legally binding acceptance statement from their employees. There are two types of confirmation agreements: Submit and Approve. They can be configured to appear when a user submits, or an approver approves, an invoice or purchase request. When a user or approver accepts the terms of the confirmation agreement, an audit trail entry is created to satisfy legal requirements.

Note

You can only assign one Submit confirmation agreement per workflow.

Configure User and Approver Confirmation Agreements

To create a confirmation agreement:

Steps

  1. On the Workflows page, select the Confirmation Agreements tab, and then select New.​

    Workflows screen with the Confirmation Agreements tab active. The New button is highlighted above a list of confirmation agreements.
  2. The Confirmation Agreement window appears. Complete the appropriate fields and select Save. The agreement is now available for association with your workflow. Note that you must have unrestricted administrator access to associate a confirmation agreement to a workflow.

    Confirmation Agreement pop-up with fields for Name, Title, Text, and Editable By Group(s), all populated with information for a Payment Request Submit agreement. The section is outlined and the Save button is visible at the bottom right.