Use the Invoice Approval Status Report to monitor invoices and invoice lines that are in the Invoice Approval Workflow process as of the date and time the report is run. The report also shows invoices and invoice lines that have completed the process because they were approved or rejected.
You can use this report to determine which invoices and invoice lines require approval (regardless of payment status) and review all pending approvers for a particular supplier. This report also provides a report version of the information that is displayed in the Invoice Approval History window and the Invoice Line Approval History window.
The report sorts data by operating unit within the specified reporting context. Within each Operating Unit, you can select to sort by the supplier or approver. When you sort by supplier, the data is sorted by:
Supplier Name
Supplier Site
Invoice Date (oldest invoices are displayed first and the most recent are shown last)
When you sort by approver, the data is sorted by:
Approver
Supplier Name
Supplier Site
Invoice Date
The report also provides the following invoice totals for each supplier, which are sorted alphabetically by currency:
Total Pending and Rejected Invoices
Total Approved Invoices
Total Needs Reapproval Invoices
You submit this report from the Submit Request window. See: Submitting Standard Reports, Programs, and Listings.
Sort By. Sort by the supplier name or the approver.
Supplier Name. If you want to limit the report to a single supplier, then enter the supplier name.
Supplier Site. If you want to limit the report to a supplier site, then enter a supplier site.
Approver. If you want to limit the report to a single approver, then enter the approver name.
Status. Select the category of invoice Approval statuses that you want to appear on the report.
All. Approved, Manually Approved, Rejected, Initiated, Needs Reapproval, Required, and Stopped.
Approved. Approved and Manually Approved.
Needs Reapproval. Resubmitted.
Pending or Rejected. Initiated, Required, Needs Reapproval, Stopped, and Rejected.
Rejected. Rejected.
Invoice Date. Date of the invoice.
Inv Curr. Currency of the invoice.
Status. Approval status of the invoice or invoice line.
Action Date. Date that the approval action occurred. For example, date an invoice was rejected.
Action.
Approved. The invoice was approved by this approver.
Rejected. The invoice was rejected by this approver.
Sent. The invoice is in the approver's queue.
Needs Reapproval. The invoice amount was changed by an accounts payables processor and the invoice needs to go through the approval process again.
Future. The invoice is not yet in the approval queue of the approver.
Manually Approved. An accounts payable processor manually approved the invoice by using the Force Approval feature.
Stopped. The approval process for the invoice was stopped by an accounts payable processor.
Cancelled. The invoice approval process was cancelled by an accounts payable processor. The invoice cannot be resubmitted to the approval process.
Approver. The name or the username of the approver.
Reviewed Amount. The invoice amount on the e-mail or workflow notification sent to the approver.