Certify AP enables you to allocate the cost of line items across multiple Departments, GLs, and/or Projects. Approvers can sometimes add line items during the approval process.
This article shows you, a Certify AP Approver, how to enable allocate a line item during their approval workflow.
Please Note: An AP Administrator must enable the Allow Approvers to add line item setting in the Company Preferences page.
Step 1: Open a pending Requisition from your Approval Inbox.
Step 2: After reviewing the Requisition, click Add Line Item.
Step 3: Fill out any necessary fields and allocate the line item. New line items can be allocated to any Department, GL, and Project.
Step 4: Click Save to add the line item. This new line item product will not be saved as an internal catalog but as an ad-hoc.
Step 5: With new line items, approvers are required to enter approval comments.
If the transaction is rejected, any added line items will stay on the requisition when returned to the submitter.