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Accounts Receivable Invoice Approval Process

ACCOUNT RECEIVABLE

INVOICE APPROVAL PROCESS

PREPARED FOR

Galaxy Backbone Limited

PREPARED BY

Axel Enterprise Systems

DATE

31st

October, 2013

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Contents

Purpose ......................................................................................................................................................... 3

Roles..............................................................................................................................................................3

Process Overview Table ................................................................................................................................ 3

Process Steps ................................................................................................................................................ 4

Enter Invoice .............................................................................................................................................4

Approve Invoice ........................................................................................................................................ 7

Post Invoice.............................................................................................................................................10

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Purpose

This scenario describes the processes for entering, subsequent approval and posting of Accounts

Receivable Invoices for Galaxy Backbone.

The sales employees enter invoices which are automatically forward to an authorized approver. The

document is forwarded back to the sales employee that originally entered for posting.

The scenario includes the following Processes

Enter AR invoice/ AR Down Payment Invoice

Approve AR invoice/ AR Down Payment Invoice

Post AR invoice / AR Down Payment Invoice

Roles

The Following Role are involved in this business process

Sales Employee

Authorizer

Process Overview Table

Process Steps Business Conditions Business Role Expected Results

Enter AR Invoice Employees Enters anoutgoing invoice

Sales Employee AR Invoice entered andsent for approval

Approve AR Invoice Authorizer reviews and

authorizes invoice

Line Manager AR Invoice is approved

and released for posting

Post AR Invoice AR Invoice has been

approved by Line

manager. Sales

employee completes

process by posting the

Invoice

Sales Employee The Invoice is posted

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Process Steps

Enter Invoice

1. Access Transaction choosing the following navigation option:

Main menu Sales A/R A/R Invoice

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2. Enter Invoice Details and click

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3. A pop-up appears informing you of required approvals, enter any remarks relevant f the

approval and click

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Approve Invoice

1. The request for approval is sent to the SAP inbox of the authorizer. This can be accessed using

the following options.

Menu Bar Window Messages/Alert overview

Tool Bar Icon

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2. Click on the new message

3. Click on the icon in the message

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4. Change the decision to approve or reject

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Post Invoice

1. The invoice is sent back to the Sales Employee upon approval by the authorizer. To Access the

SAP inbox, use the following navigation options

Menu Bar Window Messages/Alert overviewTool Bar Icon

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2. Click on the new message

3. Click on the icon in the message. This opens up the invoice and the sales employee can post

the invoice.