Invoice Processing Workflow & Rules
Configure the processing pipeline, validation rules, and document schemas.
Processing Pipeline
6 steps- 1ValidationExtraction
- 2Duplicate Invoice DetectionValidation
- 3Invoice → Purchase Order → Goods ReceiptMatch
- 4Auto-Tag GL CodesCustom
- 5Block Out-of-Budget Departmental SpendCross-Check
- 6Require ApprovalDecision
Step Configuration
Select a workflow step to configure
Validation Rules
IR-0013-Way Matcherror
Invoice must match purchase order and goods receipt
invoice_amount == po_amount AND grn_quantity == po_quantity
IR-002Duplicate Invoice Checkerror
Check for duplicate invoice numbers from same vendor
No existing invoice with same invoice_number and vendor
IR-003Amount Thresholdwarning
Invoices above threshold require additional approval
total_amount < $50,000 for auto-approval
IR-004Payment Terms Compliancewarning
Verify payment terms match contract
payment_terms == contract_terms
IR-005Vendor Status Checkerror
Vendor must be active and approved
vendor_status == 'Active'
IR-006Budget Compliancewarning
Invoice must be within department budget allocation
cumulative_spend <= budget_allocation
Document Schema
| Document Type | Required Fields |
|---|---|
| Invoice | vendor_nameinvoice_numberinvoice_datetotal_amountline_items |
| Purchase Order | po_numbervendor_nameorder_datetotal_amount |
| Goods Receipt Note | grn_numberreceived_dateitems_receivedquantity |
| Vendor Contract | contract_numbervendor_nameeffective_dateterms |