KiSSFLOWS: CapEx Purchasing - Invoicing Task Delegation
About: If you are submitting a CapEx PO but someone else will be receiving the invoices for it, you can delegate the Upload Invoicing task(s) to that associate. They will then receive the Invoice Upload tasks and can submit them into KiSSFLOW. This can be accomplished when submitting a CapEx PO, as well as if you have already received the invoicing tasks and wish to delegate them (only the initiator of the form can do this). The steps are the same in either scenario.
Note: This will only work with associates that are active KiSSFLOW Users.
Use the Yes/No Slider on the form to delegate Invoice tasksAt the bottom of the form (during submission or during Invoice Upload tasks) there is a Slider asking if you would like to delegate Invoice tasks. If "Yes" is selected, a drop-down will appear where you can select the associate to receive the tasks. | |
Select the AssociateUse the drop-down and select the associate to delegate to. | |
Selected associate receives Invoice task(s)After all approvals have happend and the "Upload Invoices" step is reached, it goes to the selected delegate. They will receive the task with a note that this has been delegated to them. | |
Delegate uses Yes/No Slider to upload InvoicesWhen the Slider is set to "Yes" that Invoices are ready, the fields to upload them become avaialable. This are the same fields that would be completed if the PO hadn't been delegated. | |
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