/
What is the OnBase AP01.5 Pre-Approval Distribution Verification workflow queue and is it required?

What is the OnBase AP01.5 Pre-Approval Distribution Verification workflow queue and is it required?

11 05, 2018

Issue/Symptom/Question

What is the AP01.5 workflow queue and is it required?  

Applies To

OnBase/Unity Clients

Resolution/Fix/Answer

It is used for the following reasons.

  • Strips Invalid characters on the invoice such as $, %, &, @, &, etc.

  • Checks for the following keywords on the invoice: PO, SC, WO, Job, DR OU Id, and FA Id and verifies whether or not the keyword is valid.  If no exceptions are found, the invoice will automatically be added APR.

  • Distribution Exception Resolution Approval Process where approval paths can be setup to address certain invoices for certain people before proceeding to APR.

    • Re-Indexing, Replacing Approval Process Approver

    • Delete invoice before it goes to APR

  • This separate workflow process is not required and can be turned off

Common exceptions are: 

  • Incorrect PO number

  • Incorrect  Subcontract #

  • Incorrect Work Order Id

  • Incorrect Job Id

  • Incorrect DR OU Id

  • Incorrect Fixed Asset Id