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