Add Create Voucher Action Dialog Box

Use this dialog box to add a Create Voucher action to the final step of an approval workflow for AP Invoice Approvals.

Add the Create Voucher action to the final step of a workflow if you want Vision to automatically create an AP voucher for an AP invoice when the AP invoice is final approved in Accounting > AP Invoice Approvals.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
2. On the Approvals Configuration form, open an existing workflow for the AP Invoice Approvals application or create a new workflow for the AP Invoice Approvals application.
3. Click the Workflow tab.
4. In the Approval Steps grid, select the final step of the approval workflow (last row in the grid), and click Insert on the toolbar of the Step Actions grid.
5. Select Create Voucher from the drop-down menu.

Contents

Field	Description
OK	Click this button to add a Create Voucher action in the Step Actions grid for the final step of an approval workflow for an AP Invoice. The Vision-assigned description that prefills in the Description field in the grid is Create Voucher When Approval Workflow is Completed. The Edit Content field in the grid remains empty (with no hyperlink).
Cancel	Click this button to close this dialog box and return to the Workflow tab without adding a Create Voucher action.
Help	Click this button to open the help topic for this dialog box.