Auto Pay and Auto Approval

[JayVal]

Hi :

Can anyone tell the difference between Auto Pay and Auto Approval and how these work ?

I read the help but my test results were different than expected.

Thanks in advance.
Jay

[james_foran]

Re: Auto Pay and Auto Approval

Hi Jay,

Auto Pay will enable you to create Invoices from a Buy Side Shipment. This would mean that you are not Matching and Approving an Invoice.

Auto Approval on the otherhand, relates to Match and Approval. Once an Invoice has been matched to a Shipment, it can then be Auto Approved. It must match certain criteria to be Auto Approved. EG, be within 5% of the Shipment Costs. Once Approved, a VOUCHER will be created in OTM.

Hope this helps.

Regards,

James

[Suneel]

Re: Auto Pay and Auto Approval

Hi James,

Thanks for the Information.

I created one Service Provider by checking the Auto Pay option. I have created one shipment with that Service Provider. And accepted by that Service Provider. But as per the HELP note, if we check Auto Pay option, automatically Invoice will generates for that shipment. But in my case, am not getting any Invoices for that shipment.

Could you please guide me in this?

Thank you.
Suneel.

[james_foran]

Re: Auto Pay and Auto Approval

Hi Suneel,

There is a process that you need to trigger in Process Manager called Generate All Auto-Pay Invoices. You can do one of the following though:

1. Set up Generate All Auto-Pay Invoices as a recurring process. Be aware when you do this though, as it may impact performance during the day.

2. Setup an agnent that is triggered when an event, (eg Secure Resourses Pickup Notification) is triggered against the Shipment.

Hope this helps,

James

[Suneel]

Re: Auto Pay and Auto Approval

Hi James,

Thank you soooooooooooooo much for the response. Now I can able to create the Invoices from the shipments.

Once again thank you very much for the quick response.

Thank you.
Sunnel.