Characterizes the category of the invoice. In the FCX System, the invoice category determines how the VIM invoice is processed, distributed, and approved. In the invoice category, we also set the default allocation of Financial Accounts, Build Plans, Service Items, and Expenses.
We meet the requirements for the Invoice Category when configuring the invoice. It means that you can mark only certain checkboxes in the invoice category card at the same time.
For example, a requirement for Financial Distribution is incompatible with the requirement for Purchase Order Distribution.
Do not enter Approvers names, if you mark 'no approval' checkbox and don't specify a limit amount of no approval. Meanwhile, don't forget to configure approvers, if the limit amount is more than 0.
You can configure the invoice category as you like, but note that some checkboxes are incompatible with each other, see the tables below.
| Add Vendor to FLA | Add BPO to FLA | Add Purchaser to FLA | |
| Add Vendor to SLA | — | ||
| Add BPO to SLA | — | ||
| Add Purchaser to SLA | — |
| Add BPO to FLA | Add Purchaser to SLA | Validator can approve an invoice for any amount (empty limit) | |
| Require PO distribution | — | ||
| Require ITJ | — | — | |
| FLA Roles (Vendor Responsible, BPO, Purchaser) and Employees | — | ||
| SLA Roles (Vendor Responsible, BPO, Purchaser) Employees | — |
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