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Workflow

jaden avatar
jaden
62 diapositives · 1.1K Views · Oct 13, 2010

Workflow Scenario Overview Example 1- Single Cost Assignment Example 2- Self-approval Example 3- Split Cost Assignment Example 4- Multiple Cost Assignment Example 5- Retriggering of Workflow Example 6- Requisitioner Inbox Example 1- Single Cost Assignment Single Cost Assignment

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  1. Workflow

  2. Scenario Overview • Example 1- Single Cost Assignment • Example 2- Self-approval • Example 3- Split Cost Assignment • Example 4- Multiple Cost Assignment • Example 5- Retriggering of Workflow • Example 6- Requisitioner Inbox

  3. Example 1- Single Cost Assignment • Single Cost Assignment • $1,000,000 • Product Category for Commodity and Asset approver • Manually Add SPS • Manually Add a Reviewer

  4. Example 1- Single Cost Assignment Click magnifying glass to open details of Shopping Cart.

  5. Example 1- Single Cost Assignment Click Approval Overview to see the Workflow.

  6. Example 1- Single Cost Assignment Select the Display as Table link.

  7. Example 1- Single Cost Assignment • This screen shows 5 levels of Fiscal approvers. • Please note the arrows at the bottom.

  8. Example 1- Single Cost Assignment Commodity Approvers always display after any Fiscal Approvers.

  9. Example 1- Single Cost Assignment Asset approvers will always display last in the Workflow.

  10. Example 1- Single Cost Assignment • You can still manually add Approvers or Reviewers. • SPS should be added prior to the 2nd level Approver ($50,000).

  11. Example 1- Single Cost Assignment • When ordering from SPS, please manually add Ruthann Sims prior to the 2nd level approver. • Enter *sims and click find. • Select N Ruthann Sims • Click transfer

  12. Example 1- Single Cost Assignment • Ruthann now displays as an Approver. • You can also manually add a Reviewer.

  13. Example 1- Single Cost Assignment • Manually adding a Reviewer works the same way. • Enter an * with the name of the person you want to add. • Click their name and select transfer

  14. Example 1- Single Cost Assignment The Reviewer will appear at the bottom of the screen when in “Display as Table” mode, otherwise they will appear on the left side of the screen when in “Display as Graphic” mode.

  15. Example 2- Self-Approval • Create a Shopping Cart as a Self-approver. • $15 • No approval required

  16. Example 2- Self-Approval • This Shopping Cart is $15 and the Requistioner is also the First Approver for the cost center used. • Select Approval Preview to see the Workflow.

  17. Example 2- Self-Approval Self-Approval will display as “No Approval Required”.

  18. Example 2- Self-Approval • Select the Check button before placing the order. • Select Order.

  19. Example 2- Self-Approval Select the Check Status link after placing the order to see the Status. It will display as “Approved”.

  20. Example 3- Split Cost Assignment • 1 line item (house) • 2 cost assignments • Split 50/50 • $700,000

  21. Example 3- Split Cost Assignment When split accounting is used, there may be multiple work items in the inbox.

  22. Example 3- Split Cost Assignment Select the magnifying glass to open the details of this Shopping Cart. Open the Cost Assignment details to see which accounts are charged.

  23. Example 3- Split Cost Assignment • Click Approval Overview to see the Workflow. • Select Display as Table.

  24. Example 3- Split Cost Assignment • In this example there are 5 Fiscal Approvers and 1 Commodity Approver. • Please click Approver on item level to see the Workflow details.

  25. Example 3- Split Cost Assignment The Approver details will display below for whichever level was selected. Click Save to approve the order.

  26. Example 3- Split Cost Assignment This Shopping Cart has been approved by one $2500 approver. The other item remains in the inbox.

  27. Example 3- Split Cost Assignment • Select Approval Overview to see the Workflow. • Select Display as table.

  28. Example 3- Split Cost Assignment When selecting Approver on item level for the First level approver, you can see the house was approved for one cost assignment but not the other.

  29. Example 4- Multiple Cost Assignment • 2 line items • 2 cost assignments (1 per line) • Line 1 is $20,000 • Line 2 is $100

  30. Example 4- Multiple Cost Assignment This Shopping Cart has two line items and they display separately in this inbox. This approver has authority over both cost assignments used.

  31. Example 4- Multiple Cost Assignment • The first line item is grayed out, so I am only able to approve the second line item. • The Total Value of the order displays as $20,100 and the Total Value for Approval displays as $100. • Select Approval Overview to see the Workflow.

  32. Example 4- Multiple Cost Assignment Select Display as Table.

  33. Example 4- Multiple Cost Assignment • Select Approver on item level for the First level of approvals to see the details. • You can see 2 items both are awaiting approval. • Click Save to approve this item.

  34. Example 4- Multiple Cost Assignment Using Monitor Shopping Carts, open the details for this Shopping Cart.

  35. Example 4- Multiple Cost Assignment • Select Approval Overview to see the Workflow. • Select Display as Table.

  36. Example 4- Multiple Cost Assignment After selecting Approver on item level, the details will display below. The boat is awaiting approval, but the transportation is approved.

  37. Example 5- Retriggering of Workflow • Add Approver Note • Approver Notes do not retrigger workflow • Clicking the change button retriggers workflow • Change description

  38. Example 5- Retriggering of Workflow • Open the details of this Shopping Cart. • Select Add note to add an Approver note.

  39. Example 5- Retriggering of Workflow Add the approver note. Click Check, and then click Save.

  40. Example 5- Retriggering of Workflow Using Monitor Shopping Carts, open the details for this Shopping Cart.

  41. Example 5- Retriggering of Workflow • Select Approval Overview to see the Workflow. • Select Display as Table.

  42. Example 5- Retriggering of Workflow This Shopping Cart was approved by the 1st Approver and is awaiting approval by the 2nd Approver.

  43. Example 5- Retriggering of Workflow • This is the inbox for the 2nd Approver. Open the details of this Shopping Cart.

  44. Example 5- Retriggering of Workflow • Select Change. • Change the name of the Shopping Cart. • Add an Approver Note to signify a change was made. • Click check and then click Save.

  45. Example 5- Retriggering of Workflow Using Monitor Shopping Carts, open the details for this Shopping Cart.

  46. Example 5- Retriggering of Workflow • Select Approval Overview to see the Workflow. • Click Display as Table.

  47. Example 5- Retriggering of Workflow This example has the level 1 approver twice, which shows that a change was made.

  48. Example 5- Retriggering of Workflow • Select Display Changes • This shows the old value and new value. • In this example the Shopping Cart name changed.

  49. Example 6- Requisitioner Inbox • Change price on Shopping Cart • Add Approver note • Login as Requisitioner • Display changes • Accept changes • Inbox

  50. Example 6- Requisitioner Inbox • Open the Shopping Cart details. • Select Change.