Workflow Getting Started with Presented by: Graham O’Bray.
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Transcript of Workflow Getting Started with Presented by: Graham O’Bray.
WorkflowGetting Started with
Presented by: Graham O’Bray
Scenario
Setup
ToolsSetupSystemWorlfow Setup
Window location:
Network administrator should know the Outgoing Mail Server info & SMTP Authentication needed
Two items to test:
1. Test E-mail
2. Test E-Mail Action
Workflow Creation
Window Location:
ToolsSetupCompanyWork flowWorkflow Maintenance
Assign a Manager to the workflow (Generally not someone involved in the workflow)
Workflow Options
Workflow Steps
Workflow Steps
Transaction Entry
Transaction Entry
Approval
Three options for Approval:
1.Purchase Requisition Navigation Pane
2.On the Requisition itself
3.Through E-mail
Approval
Purchasing Series
Approval
Approval
Workflow Calendar
Message Setup
Delegation
User Preferences Workflow Delegation
Going on Vacation?
Workflow Types
Current:Purchase Order Approval
Purchase Requisition Approval
Payroll (US)
Project (Timesheet Approval)
2015 ReleaseGL Batch Approval
Payables Batch Approval
Receivables Batch Approval
Vendor Approval
Project Expense
Direct Deposit
Q&A