Confirmation templates are used to automatically assign confirmers to purchase invoices to avoid having to manually specify them each time. As with accounting templates, there are different types of templates available - by supplier, by subject or by accounting.
Templates can also be made automatic.
There are two ways to create a confirmation template. The first option is to do this when by submitting the invoice for approval. To do this, select Send to Confirmation on the invoice. Then set the appropriate approvers and click Send to Confirmation.
The Save Template option now appears.
By clicking on it a window will open, where you can choose template type and whether you want the template to be automatic or not.
Limit for automatic confirmation - can be set for each confirmer, and if invoice sum will not exceed the set limit system will automatically approve the invoice without any actions from the approver. If invoice sum will exceed the set limit - confirmer will have to approve invoice manually.
Sum of limit - read more here.
Mandatory confirmer - When a setting under purchase invoice settings is enabled (Show Limits on confirmation templates setting) a mandatory confirmer can be determined in template.
When you have made your selections, click Save and the template will be created.
Another option is to save the template from the list of confirmation templates (Settings -> Templates -> Confirmation templates) by selecting New Template.
There is 3 template types also in here: supplier, subject and accounting.
A window will open, where you can select the approval method and template type. As an example, this time we will select sequential as the approval method and subject as the template type. NB! Subject base template can be applied only by hand - it can't be automatic.
You can now assign approvers and give the subject a suitable name, so that you can later identify which template to apply. Subject-specific templates can not be automatic, so there is no such option available here.
To apply them, select Apply Template in the confirmation window on invoice.
More info about confirmation template based by accounting can be found HERE.