In this example, a second release level is required if an invoice has 1) an amount of EUR 5000 or more and 2) no PO reference.

How many levels the task has (in this case, two) is defined by the number of approval levels. The minimum amount determines that this workflow task configuration entry only applies to invoices with an invoice amount of at least 5000. The maximum amount selected is as high as possible so that all invoices with any amount higher than 5000 are included.

The criterion Record Type (RecordType) sets the entry as only applying to invoices that do not have a PO reference.

In this example, invoices with PO reference are released in the background if no discrepancies exist between the invoice data and the PO data. Three different entries are created in the workflow task configuration for this purpose.

First entry

The first entry applies to all invoices that contain one or more items with a price block and for which a goods receipt is expected. These invoices are not to be processed automatically in the background. Rather, they are to be released by a user in a single-level release.

Second entry

The second entry applies to all invoices that contain one or more items with a quantity block and for which a goods receipt is expected. These invoices are also not to be processed automatically in the background, and her again they are to be released by a user in a single-level release.

Third entry

The third entry applies to all invoices with PO reference that do not contain any items with a price block or quantity block. Only these invoices are to be automatically released in the background. No user is involved in the release process for these invoices. They are tagged as Release Level 0, which specifies that the task is processed in the background.