Invoice Processing and Approval Automation

Rozpoczęcie przepływu pracy/procesu.

Retrieve all invoice entries from the Data Model where status is 'Pending Approval'.

Sum the 'Total Amount' field of all retrieved pending invoice entries to check budget thresholds.

Calculate the tax portion of the invoice using the formula (Subtotal * Tax_Rate).

Change the status of the selected invoice entry to 'In Review' to prevent duplicate processing.

Create a task for the Department Manager to review the invoice details and attachments.

Fetch vendor information from the Vendor Data Model based on the ID in the invoice entry.

Compare the Invoice Total against the Department Budget Limit.

Create a task for the Accounts Payable clerk if the calculated tax does not match the invoice tax.

Send an email notification to the Finance Group with the summary of the invoice for approval.

Update the invoice entry status to 'Approved' once the manager completes the task.

Create a new entry in the 'Payments' Data Model to schedule the disbursement.

Send an automated email to the Vendor's email address confirming that the invoice has been approved for payment.

Delete any draft entries in the Invoice Data Model that were created by mistake during the process.

Generate a report summarizing all processed invoices, total amounts, and processing time for the month.

Koniec przepływu pracy/procesu.