Assignees

All validation errors can be assigned to users or sets of users. When a validation error is captured by an assignee it will appear in that user or set of users Todo List.

Usage

Configuring assignees is based on a hierarchy of Company, Facility, Vendor & Validation Message. Any of these can be specified or left blank, however each one is holds higher precedence than the prior.

Info

Vendor supports selecting more than one vendor on the same assignee record. If any of the selected vendors match the invoice's vendor, this level of the hierarchy is satisfied.

For Example:

Field	Value
Company	DEF1
Facility	Blank
Vendor	ABC1
Validation Message	Blank

Has a higher precedence and will be used instead of:

Field	Value
Company	DEF1
Facility	Blank
Vendor	Blank
Validation Message	Blank

For documents where both the Company is DEF1 & Vendor is ABC1

Failed Documents

As failed documents don’t have a lot of the information required to be assigned inline with other errors, you can configure a user or User Group to assign failed documents to on a per company basis from within the Connected ERP Data - Companies.