Automatically copy the reviewer from the creditor

You can configure the purchase invoice entry layout so that the value of the Reviewerfield is copied automatically from the properties of the creditor.The reviewer can review, approve and release the purchase invoices for which he/she has been set up as reviewer.

You can deviate from this setting when you enter the purchase invoice.

You have to set up Profit so that the purchase invoice is automatically blocked when it is entered.

To set up the entry layout so that the reviewer of the creditor is automatically copied:

1. Go to: General / Management / Entry layout.
2. Open the entry layout. that you use for entering purchase invoices.

   If necessary, check which entry layout you use using Financial / Ledger / Journal, Layout tab in the properties of the journal.

   Note:

   If you use the default Financial entries (Purchase journal) (Profit) entry layout, you cannot change it. In that case add a new entry layout based on this default entry layout.

3. Go to the tab: Line fields.

   

4. Select the Reviewer field.
5. In Copy from:, select the field Reviewer via Account number - Sub-account creditor - Creditor.
6. Go to the tab: Line.
7. Add the following fields to the entry line if they are not already in the entry layout:
   • Block for payment
   • Reviewer

   Place the Reviewer field to the right of the Block field before payment! When making entries, the user must first check the Block field before payment. Only once this check box has been selected can you select a Reviewer.

   You can also add the name of the reviewer. You can find it by clicking the plus sign in front of Reviewer.

8. Click on: OK.

Configure a creditor for a purchase invoice reviewer

1. Go to: Financial / Creditor / Creditor.
2. Open the properties of the creditor.
3. Go to the tab: Creditor.
4. Select the Reviewer.
5. Click on: OK.