Management and approval of advance payment requests
SiLI USE CASE
In standard SAP, the process of requesting and approving advances is usually manual, inflexible and highly dependent on mailings, external forms or custom developments. There is no clear concept of “down payment request” prior to the financial document, which forces to create requests directly in SAP FI, even when they have not been approved, generating reprocesses, cancellations and internal control risks.
Additionally, standard approval flows often do not easily consider criteria such as amount, cost center or requester, nor do they offer a user-friendly experience for mobile approvers. Lack of visibility into open vendor advances and the absence of automatic notifications with full traceability lead to delays, errors and little transparency in the treasury process.
Do you identify with any of these cases?
Do you want to have control over the request, approval and creation of advances to suppliers in SAP?
How can I request a down payment from a vendor directly from SAP without creating the financial document immediately?
Is it possible to define advance approval flows based on amount, cost center or requester?
How are approvers notified that they have a pending advance request?
Can approvers review and approve applications from a cell phone or tablet?
How can I validate if a supplier already has outstanding advances to clear before approving a new one?
What happens if an advance application is rejected, does the applicant receive the reason?
Is it possible to audit who approved or rejected an application and at what time?
How is the standard down payment document generated in SAP once the request is approved?
Solution
Solution – SiLI
SiLI allows to manage in a structured and controlled way the process of requesting and approving advances.
With SiLI it is possible:
- Create down payment requests in a simple way.
- Define flexible approval strategies.
- Automatically notify each approver by email when they have a pending request.
- Allow approvers to access the application from any device.
Do you identify with any of these cases?
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