The AP Workflow was just changed on my job. Will invoices automatically re-route to the new Coder / Approver / Accountant? Problem: The Coder, Approver, or Accountant was just changed on my job. How long does it take for invoices to automatically re-route to the new Coder/Approver/Accountant? Solution: It takes 24-48 hours for invoices to automatically route over to the new Coder/Approver/Accountant. If an invoice is extremely urgent and needs to get to the newly assigned Coder/Approver/Accountant that same day, Please notify AP@swinerton.com and request to restart Invoice workflow.

AP Workflow: I submitted an invoice to einvoice@swinerton.com, but am not seeing it in workflow Problem: I submitted an invoice to einvoice@swinerton.com (with the job number written on the invoice) over a week ago, but I have not seen it come through to my workflow for approval. Solution: Follow the steps below to resolve.   STEP 1: If you are the PM, check with your PA (Coder) first to see if the invoice has come through to their workflow yet. You may not have seen it yet in your workflow, because the Coder has not yet coded it. STEP 2: If it has been over a week, the invoice is not in the Coder's workflow for review, and the invoice is urgent, email AP@swinerton.com. Attach the invoice PDF that was sent to e-invoice, along with the date it was sent to e-invoice. AP can provide you with a status update..

AP Workflow: Can I Edit the Job Number Field on the Left Hand Side of the Invoice Header? Problem: The Job Number on the left hand side of the invoice flysheet header (screenshot below) is preventing me from coding the invoice to multiple jobs. Is there a way I can delete this? Solution: If you are a workflow Accountant, then yes - you can delete the Job Number and code the invoice to multiple areas (more than one job). If you are a workflow Coder or Invoice Approver, you do not have the security rights to do this. You will need to reject the invoice to the AP Processors with a note "Please delete the Job Number field so invoice can be coded to multiple jobs"

Image Manager: AP Indexer Seeing Error Message "No data was found for lookup Invoice Approver (lvl2)" Problem: An AP Indexer receives the error message: "No data was found for lookup Invoice Approver (lvl2)" on an invoice they are trying to submit to workflow in Image Manager. This error message prevents them from submitting the invoice to AP Workflow and will automatically put the invoice into a "Rejected" state. Solution: This means that Coders, Approvers, and Accountants on the job need to be set up by the Job Setup Specialist. STEP 1: The AP Indexer should contact the regional Job Setup Specialist. The Job Setup Specialist will do the following: a. Check to see if the job is still open. NOTE: in the example above, the job is CLOSED. If the job is closed, the invoice cannot be submitted against that job, so the Indexer will need to submit the invoice to a different job. b. If the job is still OPEN, the Job Setup Specialist sets up AP Workflow Coders, Approvers, and Accountants on the job. Once the Job Setup Specialist confirms these roles are set up, the AP Indexer can resubmit the invoice to workflow - and it should go through.

If the "Load IT Bus. Plan Bus. Plan" Add-in Routine errors out in FMW, try setting your default year to the current year: