How to Process Chargebacks › Department Invoices › Delegated Invoice Approvals

Delegated Invoice Approvals

Delegated invoice approval enables sub departments to view and approve their own invoices. Delegated invoice approval is determined when setting up departments.

When sub departments are given delegated invoice approval, invoices are generated for each sub department and the parent department. This condition applies if debit rules exist and transactions are posted against them. Sub department charges are not rolled up to the parent.

When sub departments do not have delegated invoice approval, any charges posted against these sub departments are rolled up into the invoice of the parent department.

Parent departments must have delegated invoice approval to delegate invoice approval to any of their sub departments. If the top-level parent department does not set delegated invoice approval, no sub department in that branch can view or approve invoices. All charges are rolled up to the top-level parent department.

Consider the following organizational structure and the effect delegated invoice approval has on each department:

The Retail Banking business unit

Delegates invoice approval to its two sub departments, Self-service Banking and Premier Customer Accounts. An invoice for the Retail Banking business unit is generated when transactions are posted against the business unit.

The Self-service Banking department

Does not delegate invoice approval to its two sub departments, Marketing and Customer Service. An invoice is generated for the Self-service Banking department when transactions are posted against it. Any charges posted against Marketing and Customer Service departments are rolled into the Self-service Banking invoice. The Self-service Marketing and Customer Service departments do not receive invoices.

The Premier Customer Accounts department

Delegates invoice approval to its two sub departments, Marketing and Customer Service. An invoice is generated for the Premier Customer Accounts department when transactions are posted against the department. The Premier Accounts Marketing and Premier Accounts Customer Service departments also receive their own invoice when transactions are posted against their department.