Online Approval
WebDI’s Online Approval is a robust, powerful tool that can be used to review inbound documents to ensure they meet specific criteria before posting to your back-office system.Whether looking at invoice totals, well locations, or service codes, Online Approval will filter your electronic inbound documents according to your criteria so they can be manually reviewed before entering your back-office system.

How Online Approval Works

Online Approval reviews each inbound document for your specific criteria.  If the criteria are satisfied, an inbound document will be routed to a temporary holding queue on the WebDI system.  The person who is responsible for maintaining that queue will receive an email indicating that a new document is available and requires review and approval.

After reviewing the document in an online mailbox, the approving official either approves or denies the transaction.  If the transaction is approved, it is sent directly to your back-office system.  The trading partner that sent the document will receive an acknowledgement stating their transaction was accepted.

If the transaction is denied, the approving official can enter a comment, and the trading partner will receive an acknowledgement stating that their transaction was denied.  The trading partner will also receive the comment indicating why it was denied.

What is Required to Begin?

In order to get Online Approval up and running, you simply need to provide the following information:

1. What criteria will be used to filter the inbound documents?

2. How many approving officials will be using Online Approval?  Online Approval has the capability to route to different temporary holding accounts, depending on your criteria.

Benefits of Online Approval

·         Inbound data is filtered according to your business rules and specifications

·         There is no need to review all of the inbound transactions—only review those that meet your specific criteria

·         You can significantly expand your e-Commerce capabilities while minimizing your risk of receiving incorrect data

·         Inbound documents are correctly routed to the appropriate personnel for review

·         As an option during the approval process, the approving official can enter accounting codes in the transaction, which will be included in the data sent to your back-office system.

·         Timely information is sent to the trading partner assuring no delays in payments.

·         User activity is stored on the WebDI system for future review

To learn more about the Online Approval feature, contact ChanneLinx at 1-800-701-8053 or Info@ChanneLinx.com