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Setting up formal and factual verification

During formal verification, the user is tasked with verifying the formal correctness of the invoice: Is all the necessary information provided? Have the tax rates for the rendered services been correctly selected and reported by the supplier?

The formal verification is executed by a property of a connection between two steps. When you select the connection in question, the formal verification is issued. This makes it possible to set up a separate step for the formal verification with a separate assignee. However, the formal verification can also be executed as an additional task within another step, e.g. the factual verification.

Suppose you want to set up a verification. To do this, you have to make two configurations in d.velop smart invoice:

  • Specify which users and groups can be selected as factual reviewers.

  • Ensure that the Verification step is assigned to the selected reviewers.

Assigning the "Formal verification" attribute using a connection

To mark a document as arithmetically (formally) correct, you must configure a connection that, when selected, sets the Formal verification flag for the document. The system logs the user who sets the flag and the time.

Suppose you want the formal approval to be done in the Verification step. After the verification step, the next steps are Release if everything is in order, or Cancellation if the invoice has errors.

This is how it works

  1. Navigate to the settings for the Verification step.

  2. Switch to the Actions perspective.

  3. Find the connection to the Release step and open the settings by selecting the Edit item from the connection's action menu.

  4. Under Formal verification, select the option Grant.

  5. Click Save.

Setting up a user finder for the "factual verification" step

In order for the Verification step to be assigned to the users and groups selected as factual reviewers, you must configure an appropriate user finder in this step.

This is how it works

  1. Navigate to the Verification step and create a new user finder.

  2. Give the user finder the title Verification assignee.

  3. Enter the following Urkel expression under Condition: user.name IN voucher.outstanding_verifiers.

  4. Select the Use all hits check box.

  5. Click Save.

Selecting the set of factual reviewers

Suppose you want all groups starting with FR_ to be selectable.

This is how it works

  1. Navigate to the workflow settings.

  2. Switch to the Verification perspective.

  3. Create a new user finder using the button with the plug symbol.

  4. Give the user finder a suitable name, for example Verification.

  5. Enter the following Urkel expression under Condition: /^FR_.*$/ ~= user.name

  6. Click Save.