PO User ID Route to Details

If your agency uses Workflow, the PO User ID Route to Details page displays information about the Workflow routing, which the agency provides in the PO upload. This report provides the following information:

Information about the vendor
Cost Center, Business Unit, and Department ID assigned to the Disburser user
ALCs associated with this Disburser user
Functions assigned to the Disburser user by Level of Workflow (Authorize, Edit, or Confirm)
The name of the individual Workflow routes the invoice to

To see how the invoice would route through Workflow, run the Workflow Prediction report. The report displays the invoice assignee and at what stage it appears in the Workflow process, based on the invoice date. You can only run the report on POs with an “open” status. The report uses the full amount on the PO when predicting Workflow routing. If you previously ran the report for the selected PO, its contents remain on the page until you run a new report. A date and timestamp are visible for any report already run. Data in the report can be printed or exported to a spreadsheet. If you have permission to view the PO then you can run the report.

Workflow Prediction Report

The Workflow Prediction report helps the Disburser Administrator validate that the configuration settings for invoices routed to users based on PO data are correct.

The information in the table below describes the Workflow Routing report fields.

Field Name	Description
Vendor Name	Name of the vendor providing the service or goods
Vendor ID	POs associated Vendor identifier from the Vendor XMVL record (the identification of the vendor in the agency accounting system)
Set ID	Vendor’s associated Set ID identifier A Set ID is a unique identifier that is associated with one or more than one business unit of a single vendor.
Site ID	Vendor’s associated Site ID identifier A Site ID is a unique identifier associated with the vendor location whose address displays on the PO.
Cost Center	Cost Center associated with the PO and therefore the invoice. A Cost Center is a unique identifier associated with a department in the vendor’s company to which agencies charge costs.
Business Unit	Business Unit associated with the PO and therefore the invoice. A Business Unit is a unique identifier associated with the vendor’s accounting department
Department ID	Department ID associated with the PO and therefore the invoice. A Department ID is a unique identifier associated with a part of a larger organization with a specific responsibility.
ALC (Agency Location Code)	Agency Location Code associated with the PO and therefore the invoice. An ALC is a unique identifier created by the government, used by IPP as a specific identifier and assigned to the agency that received the goods or services from a vendor.
Routing Level	Sequence number of Workflow levels configured by the Disburser Administrator
Workflow Category	Workflow category set up by the Disburser Administrator to route the invoice through Workflow.
Assignment Based On	Criteria the workflow process is using to route invoices associated with the PO (ex. Queue or user)
Assignment Name	Indicates whether the assignment is an individual or a group assigned to the Workflow.
Destination	Name of the individual that Workflow will route the invoice If the assignment is a group, displays the group name
Function	Types of tasks (approval, edit, or confirm) that will route to the assigned Disburser user to perform in the Task Level.