Invoices from vendors such as communication services (cell phone bills), delivery services (Fed Ex, DHL, etc.) are often shown with a total due and then line items for individual users and/or departments.
I would like to process these invoices via LF Forms by having an AP clerk start the Forms process, attach the invoice, then add multiple users to a table. I would then like the form to route to each user in the table so they can code their portion of the invoice with their GL account information.
Once all users have coded their GL accounts and amounts, show the total at the bottom of the form to ensure it matches the invoice amount originally entered by the AP clerk, and then route back to AP for completion.
What is the best way to do this? Would it be possible through native Forms process or would Workflow be involved? I'm envisioning possibly two forms processes; one that collects the initial information and a second that is launched via Workflow from the first. The second one could be triggered multiple times, but that creates multiple Forms processes for one invoice, when the goal is to have reconciliation back to the original invoice.