Overview

This article explains the designed system behavior when a task is forwarded, and the invoice is approved conditionally.

 

When task forwarding is used in combination with conditional approval, the approval flow works as follows:

• User A is the original approver of the invoice.
• If User A does not take any action, the task may be forwarded to another user (User B). 
• If User B conditionally approves the invoice, the invoice is automatically routed back to User A.
• User A must then provide the final (full) approval to complete the approval process, or it can be forwarded to a user who has the required approval limit to approve the invoice.

 

Note: The task may be manually forwarded by a user or forwarded by the system through Automatic forwarding. The scenario is the same for both actions.

 

Additional Information

The exact forwarding behavior may depend on system configuration and approval rules. For questions related to specific setups, please contact Basware support.