How to Set Up a CBI Contract Term with An Auto-Invoice and Auto-Approval Recurring Fee

[justinlalonde]

Hello,

I'm looking for guidance on setting up the following in the same CBI contract term:

1. Recurring Fees - I need these items to be setup so that they auto-invoice so that the supplier doesn't have to submit an invoice for these items and that these items auto-approve so that my end users do not have to approve them.

Note: I know how to setup a recurring fee to auto-invoice but what I'm unsure of is how to get it to auto-approve which is a business requirement.

2. Cost and Expense - I need these items to be setup so that they require the supplier to submit an invoice and so that my end users will have to approve the submitted invoices.

Note: I know how to set this up.

Any guidance and assistance on what configuration in the contract term and/or system is required would be greatly appreciated as this business requirement is applicable to hundreds of suppliers we have contracts with.

Regards

[justinlalonde]

Thank you for this information. I'll definitely try this out.