Accounts Payable Workflow

Service Description

AP Workflow allows agencies to create vouchers as soon as they receive the vendors invoice and then routes the voucher for approval through workflow. AP Workflow provides two routing options; routing by Business Unit (required) and routing by Control Group (optional). Agencies can designate up to three levels of approval, selected from six pre-defined dollar value thresholds.    

Customer Benefits

• Provides better agency control over when claims are submitted to OSF through the use of voucher control groups.
• Voucher approval status page provides real-time tracking of voucher throughout the approval process.
• Integration with work lists and email systems automates the approval process and ensures timely actions.
• Improved internal controls provided by the efficient separation of data entry and approval tasks.

Customer Market

This service is available for all Oklahoma state agencies, offices, officers, bureaus, boards, commissions, counsels, units, divisions, bodies, authorities, or institutions of the executive, legislative, or judicial branches of state government. It is also available to counties, municipalities, townships, Tribal governments, and other political subdivisions.    

Customer Responsibilities

• To utilize AP Workflow agencies must use the voucher imaging functionality.
• To utilize AP Workflow agencies must use receiving functionality.
• To utilize AP Workflow agencies must enter vouchers using control groups.
• Designate workflow approvers.
• Attend required training to receive system access.

How Do We Charge?

There is no additional charge for the actual use of this PeopleSoft module.

Please contact the OMES Service Desk if you need any addition information about services in this catalog.