APinv hold release by specific user/responsibility

[vvrsankar]

Hai,



Our requirement is AP invoice hold release should be allowed only by specific user or responsibility. Is it possible?

Invoice is to be created and a hold is to be kept at the time of entry. This hold is only to restrict payment against invoice. And this invoice should not stop accounting and period closing. The authority to release this hold should be available only for specific user or responsibility.

Hold All payments at the site level of vendor is not our requirement. The requirement is at invoice level , and this hold release authority should be only for specific responsibility or user.


Please advice me.

Thanks in advance

Ravi Sankar

[hiszaki]

Hi Ravi

Let me check with you this scenario:
1) You have a invoice & you validate this invoice.
2) After validation the invoice will be hold for any reason.
3) If you want to make the release hold to be with one responsibility you can do this by add in all payable responsibilities you have in the Menu Exclusions this function (Invoice Release Holds).

So all Payables resp. will disable this release except the responsibility you choose it to be the owner of this function.

I Hope I can help you
Hisham

[vvrsankar]

Dear Hisham,

Thanks . But my problem is , all other holds can be released by any user/responsibility , but the authority to release this specific hold should be available only to specific responsibility/user.

Is there any workflow like that for this problem?

Regards
RS

[oracleapps1983]

Hi Sankar... (Hi Hiszaki)

Releasing authority vests in one hand.

This is my suggestion make subordinates all approving limits to nil. Give the Finance manager limit that he can approve.

Now see when subordinates who make invoice it will not be validated that will go to superior(i.e designed in hierarchy).

Please both go through that and Correct if there is any mistakes.

Thanks

[oteixeira]

Hi Ravi.

Did you try to use Forms Personalization to achieve your goal (only one responsibility can release one hold?)

Octavio

[hiszaki]

Hi Ravi

I think the solution from oteixeira is very good for your business by using Forms Personalization to achieve your goal.

Try to test first & if it achieve your requirement use it.

Thanks
Hisham