Overview
When a PO mismatch requires approval, the approver is determined by your company's Mismatch Approval Flows. In most cases, that works seamlessly — but when the assigned approver is unavailable, the only way to unblock the invoice was to edit the flow itself.
Accountants can reassign the approver on a specific PO mismatch approval flow after it has started - necessary if an approver is OOO or otherwise unavailable. The reassignment is scoped to that invoice only and does not change the underlying approval flow. Every change is recorded in the approval history log.
Initiating a PO Mismatch Flow
When you have a PO-backed invoice with a Rule Violated (tip: filter for PO Mismatch statuses!):
Click Get Approval
See designated approval flow
(Optional) Add a comment
Click Start Approval
Reassign a PO mismatch approver
After an approval has started as an accountant:
Open the invoice with the PO mismatch.
Find the step to reassign
Click the edit icon next to the approver's name.
Search for and select a new approver from the dropdown. Only users with the PO Mismatch Approver role in this company will appear.
Confirm the selection. The reassignment is saved and logged in the approval history.
Every reassignment is recorded in the invoice's approval history log, including:
The original approver
The new approver
Who made the change
When the change was made