Overall Cost Deviation Rule Does Not Apply When Using An Invoice Approve Rule (Doc ID 2934880.1)

Last updated on MARCH 13, 2023

Applies to:

Symptoms

When using a Invoice Approve Rule with a default tolerance along with a overall cost deviation rule if the default tolerance rule fails the overall cost deviation will not approve an invoice when using an Agent.

Replication Steps:

1) Financials > Payment Rule Management > Invoice Approve Rule. Create a default tolerance along wih a overall cost deviation rule so if the default fails the overall cost deviation will approve an invoice.
 Default tolerance = $200 amount above.
 Overall cost deviation rule = $1000 above.
 
2) Financials > Payment Rule Management > Invoice Approve Rule Profiles. Create a profile.

3) Financials > Payment Rule Management > Line Approval Tolerance Rule.
Allowable Amount Above/Below = $45

4) Financials > Payment Rule Management > Line Approval Tolerance Rule Profile. Create a profile.

5) Contract and Rate Management > Service Provider Manager. Assign the Invoice Approve Rule Profile ID and ine Approval Tolerance Rule Profile ID.

6) Configuration and Administration > User Management > User Manager. Assign the Approval Rule Profile.

7) Order Management > Order Release > Order Release. Create an OR.

8) Order Management > Order Release > Order Release > Actions > Operational Planning > Create Buy Shipment > Bulk Plan - Buy. Plan the order.
Shipment Base cost = $1128.52.
Shipment Accessorial = $424.84.

9) Shipment Management > Shipment Management > Buy Shipments or Sell Shipments. Then Actions > Financials > Invoice > Create Invoice.
Invoice cost = $1553.36.

10) Financials > Payment Invoice Management > Payment Invoice > Line Items tab. Change the invoice base cost to $1148.52 and Accessorial cost to $588.84. Invoice total = $1737.36

11) Business Process Automation > Power Data > Event Management > Agent Events. Create an Agent Event ID where Data Query Type = INVOICE

12) Business Process Automation > Power Data > Event Management > Saved Conditions. Create a Saved Condition.

13) Business Process Automation > Agents and Milestones > Automation Agent. Create an Agent with Agent Type = INVOICE and Actions = INVOICE - AUTO APPROVE.

14) Business Process Automation > Process Management > Business Process Automation > Data Query.
Data Query Type = Invoice
Based on = Data Query
Raise Event = Agent

15) Financials > Payment Invoice Management > Payment Invoice > Routes/Ports tab. Under notes it says Auto Approval Failed Either Standard or Child Invoice Line Item is Out of Tolerance.

Changes

Cause

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