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Trigger mode

Only available on Transfer approval policies. Automatic (on invoice approval): as soon as the invoice's content approval concludes, the system raises the transfer approval request itself. Manual (button on the invoice): someone raises it from the invoice with the Request transfer approval button.

  • The automatic trigger also fires when the invoice's content approval passed automatically (under the threshold).
  • With an automatic trigger, the submitter of the request is whoever made the last decision in the invoice's content approval. If the policy forbids self-approval, that person cannot decide on the transfer.
  • If several transfer policies match the invoice, the trigger mode of the highest-priority one counts. An automatic trigger has nobody to choose, so the highest-priority policy runs even when Let the requester choose is set for Transfer approval.
  • If the automatic trigger does not go through (for example there is already an open transfer request on the invoice), the request can still be raised by hand.