会社管理の発見
プロセッサキューの管理
AP ダッシュボードの更新
会社ツールの概要
経費タイプおよび勘定科目コードの更新
監査ルールの作成
読み込み処理のカスタマイズ
代理構成の更新
備忘メールの設定
リスト管理の設定
ワークフローの更新
ルーティング設定の更新
購買発注の設定
共有管理設定の導入
購買依頼および請求書固有設定の更新
テストユーザの登録
Cognos 設定の更新
トレーニング文書の更新

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.