Confirm invoice (simple)

This eWorkflow allows the invoice to be checked and confirmed by a designated person responsible in the process of document confirmation.

HINT For a use case, see the chapter Confirming an invoice (simple).

The eWorkflow is made up of a set of automated elements, which run in the background. To help you understand how it works, see the explanation of the key steps below as outlined in the accompanying flow chart:

1. First, when a document is imported and its classification is defined, in the PANTHEON Web Light a task Enter data for preparation is created, based on which the person prepares the document with the general data and saves it.

2. Then, a new task is created for the person responsible entered in the Enter invoice block to enter a new invoice or the selected document type. The person responsible for the task checks and enters the invoice. The eWorkflow is finished and the document is added to Documentation.

WARNING Before using the eWorkflow, you must first transfer it using the Web Service. To transfer the eWorkflow, follow the procedure described in Transferring eWorkflow via PANTHEON Web Service.

For the eWorkflow to work properly, the following settings must be defined beforehand:

1. Editing the task

Double-clicking the Enter invoice block opens the Task edit form. In the Assigned to field, select any person responsible for the task from the drop-down list.

The task will be created for the selected person responsible and this person will need to enter the imported document into the PANTHEON Web Light.

2. Defining the classification

For the selected classification to be assigned to the documents sent to the person responsible for confirmation, the corresponding eWorkflow must be defined in the Classification Scheme in the Workflow field, as shown in the image below.

Once you have assigned a classification to the document, the eWorkflow will run in the background and guide you through the invoice confirmation process. For a use case, see the chapter Confirming an invoice (simple) in the User Manual for PANTHEON Web Light.