WebDI's Online Approval is a robust, powerful filtering tool that can be used to review inbound documents to ensure they meet specific criteria before posting to your accounting system. Whether looking at invoice totals, oil well locations, or service codes, Online Approval will filter your electronic inbound documents according to your criteria so they can be manually reviewed before entering your back-office system.
How Online Approval Works
Online Approval reviews each inbound document for your specific criteria. If the criteria are satisfied, an inbound document will be routed to a temporary holding queue on the WebDI system. The person who is responsible for maintaining that queue will receive an email indicating that a new document is available and requires review and approval.
After reviewing the document in an online mailbox, the approving official can either approve or deny the transaction, eliminating the need to review all inbound transactions.
Just review those documents that meet your approval.
If the transaction is approved, it is sent directly to your back-office system for processing. The trading partner that sent the document will receive an acknowledgement stating their transaction was accepted.
If the transaction is denied, the approving authority can select a code indicating the reason for rejection or enter a comment, and the trading partner will receive an acknowledgement stating that their transaction was denied, as well as the reason it was denied.