1 / 8

Transaction Processing and Workflow – the Basics

Transaction Processing and Workflow – the Basics. Damon Dorsey, Indiana University Kymber Horn, University of Arizona. Agenda. Transaction and Maintenance eDocs Kuali Workflow Demo. Transaction Processing. Transaction Documents Creates accounting entries

hector
Télécharger la présentation

Transaction Processing and Workflow – the Basics

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Transaction Processing and Workflow – the Basics Damon Dorsey, Indiana University Kymber Horn, University of Arizona

  2. Agenda • Transaction and Maintenance eDocs • Kuali Workflow • Demo

  3. Transaction Processing • Transaction Documents • Creates accounting entries • Business rules are maintained by Parameters • Copy and Error Correction • Maintenance Documents • Updates/maintains the tables that drive the system • Shared Tabs • Document Overview, Notes/Attachments, Ad Hoc Route • Unique Tabs • Access can be restricted

  4. Workflow • Workflow is stand alone – can be used by any application that workflow has been configured to recognize • University of Connecticut – Deferred Tuition Waiver Form • SJDC – Time keeping system • Kuali Financial System • Kuali Research Administration

  5. Workflow • Approval path • Account Review • Org Review • Ad Hoc • Special Routing – Disbursement Voucher • Route Log • Initiator • Who’s approved • Pending requests - where it is • Future route - where it’s going

  6. Workflow • Approval Requests • Approve • Acknowledge • FYI • Disapprove • Special Approvals • Blanket Approval • Supervisor Approval

  7. Fiscal Officer Delegation • Primary – routes as if going to the Fiscal Officer • Secondary – retrievable by the delegate • Workgroups • Organization • System • Nested

  8. Transaction Processing and Workflow DEMO

More Related