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WORKFLOW APPROVAL MECHANISMS IN FactsERP

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WORKFLOW APPROVAL MECHANISMS IN FactsERP

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  1. WORKFLOW APPROVAL MECHANISMS IN FactsERP

  2. INTRODUCTION • Available for both “Master” and “Transaction” documents. • Two Types of workflow approvals. • MAKER & CHECKER APPROVAL • DOCUMENT FORWARDING APPROVAL

  3. 1. MAKER & CHECKER APPROVAL • Maker-Checker approval is built-in the “frmListing” itself, with a “Posted” column in the same grid, or with “All” and “Posting Pending”, list options in the frmListing combo. • Master entry forms are facilitated with Active and Inactive options.

  4. 2. DOCUMENT FORWARDINGAPPROVAL Ex: Purchase Order Mostly done for workflow approvals of more than two people or for amount based approvals.

  5. DOCUMENT FORWARDING – STEPS TO CONFIGURE • Four Steps • Enable in user master • Enable in document master • Document Forwarding Definition Master (DFDMST) • Document Forwarding • Mailbox for alerts

  6. ENABLE IN USER MASTER

  7. ENABLE IN DOCUMENT MASTER

  8. DOCUMENT FORWARDING DEFINITION HEADER (DFDMST) • Things to specify • 1. Document - The document type in which this document flow is applicable. • 2. Auto Approve on Final - On final approve call the finalization procedure of the document. • 3. Send email alert to ‘To User’ – Send email to the user to alert document is pending to approve. • 4. Conditional Parameter – To set multiple document mechanism according to the values selected in the particular document.

  9. DOCUMENT FORWARDING DEFINITION DETAILS (DFDMST) • Things to specify • From and to user’s and roles details • User must set the action status and levels of each document forwarding flow in the definition detail window • Action Status (Predefined) • Begin – Initial level of a document flow cycle. The Process from document flow starts. • Intermediate - Status of a document between Begin and Final. Only when there is more than document flow in the process. • Final – Final stage of the document flow. • Level – 0,1,2, 3… etc. • Send information to Initial user - provision to set acknowledgment to document flow initiated user.

  10. DOCUMENT FORWARDING DEFINITION MASTER (DFDMST)

  11. Document Forwarding Definition Master (DFDMST)

  12. DOCUMENTFORWARDING

  13. DOCUMENTFORWARDING – GENERAL TAB

  14. DOCUMENTFORWARDING – HISTORY TAB

  15. MAILBOX FOR WORKFLOW APPROVALS

  16. SUGGESTIONS/DISCUSSION POINTS • Post and unpost options can be made just like new, edit buttons by keeping it separate from procedures list? • Reject /Hold/Recheck modes needed in approval? • Considering both users and roles in forwarding mechanism is confusing? • Stage and order versus Action Status and Level. Which is better? • Menu naming can be improved since workflow - definition since it is a common term.? • To user Column not needed in mailbox?

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