In this topic we will send a Non-PO invoice to an alternate approver.  The Route to Approver action is used when an invoice has been incorrectly sent to an approver.  Also, in some cases if the approver would like their approver to review, code and approve an invoice as they are more familiar with the charge.

Open a browser (preferred browser is Mozilla Firefox) and go to www.ryerson.ca/ogf, Click on the Markview link OR click on the link in your notification email.

Enter your login information in the username field to access the financial system.

In this session enter "student1".

Press [Tab] to go to the Password field or Click on the Password field.

For our example use Tab

Enter the password used to access the financial system.

Enter "july2015".

Click the OK button.

The MarkView Home page will open.

Select the AP Invoices link to display a listing of all invoices that requires your attention.

To view the invoice image select the Invoice Number.

In this example click the invoice number R04866 link.

In this example we will be selecting the Route To Approver markup as student one is not the correct approver and does not know know what cost centre  this invoice should be charged to.

Enter the desired information into the Contact field. In this example enter "%approver%."

Click the drop down list button.

The list will be filtered to display names with "approver"

Click on "Approver, One".

Enter in the question/comment that you would like to clarify in the Comments* field.

Enter "Approver One can you please approve and code the invoice with the correct cost centre.  This invoice does not belong to me."

The top left section of the viewer contains all the header details. This includes the Suplier, Invoice Number, Date, and Amount.

The top right hand corner of the viewer contains further information about the invoice and outlines the actions you can take on the invoice. This also includes any comments or questions the previous user that processed the invoice may have.

A message will be displayed at the top of your Web Inbox confirming that the Non-PO Invoice has been successfully sent to an alternate Approver.

Enter your login information in the username field to access the financial system.

In this session enter "student1".

Enter the password used to access the financial system.

Enter a valid value e.g. "july2015".

Enter the desired information into the Contact field. In this example entera valid value e.g. "%approver%."

Enter in the question/comment that you would like to clarify in the Comments* field.

Enter a valid value e.g. "Approver One can you please approve and code the invoice with the correct cost centre.  This invoice does not belong to me."