Issue/Symptom/Question

I am an approver, attempting to approve invoices in AP Routing. When viewing a invoice in the Accounts Payable workflow process, I can see the routing form but cannot see the actual AP Invoice document, why?

Applies To

OnBase

Resolution/Fix/Answer

• Besides permission to the AP - Invoice Document Type, the user will also need access to the AP Invoice Routing Work Folder found in OnBase Configuration in order to see related documents for the AP - Invoice Routing Form.
  
  
• Log into OnBase Configuration as a Admin User and go to Users>>User Groups & Rights>>Search for the specific User Group the user belongs to>>Folder Types
  
  
  
• Add the 'AP Invoice Routing Work Folder' to the User Group
  
  
  
• When you are finished close out of the Assigning Folder Types for Accts Pay- Inquiry Only Window
  
  
• The user will slo need to close out of the Client and re-log back into OnBase
  
  
• Note: You might need a full AppServer Cache Reset if the User is using the Unity Client in order for the changes to take effect

Version

OnBase 13+