Découverte de l'administration de l'entreprise
Gestion des files d'attente des gestionnaires
Gestion du tableau de bord CF
Présentation des outils de l'entreprise
Gestion des types de frais et des codes comptables
Créer des règles de contrôle
Personnalisation du traitement des captures
Gestion de la configuration du délégué
Configurer les e-mails de rappel
Configuration de la gestion des listes
Gestion des workflows
Gestion de la configuration de la gamme
Configurer un bon de commande
Présentation des paramètres administratifs partagés
Gestion des options spécifiques des demandes d'achat et des factures
Création d'utilisateurs test
Gestion des paramètres Cognos
Gestion de la documentation de formation

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.