Data entry and submission
1. Open Excel template from Foundation
repository using Winshuttle add-in in Excel
2. Enter data to Excel template
3. Validate data (if needed at this step)
Requester Manager
Approval
Data entry and submission
1. Open Excel template from Foundation
repository using Winshuttle add-in in Excel
2. Enter data to Excel template
3. Validate data (if needed at this step)
4. Submit form to Reviewer or approver
Requester Manager
Approval
Reviewer/Approval
1. Receive task email from Foundation
2. Open the Excel workflow task from the
Excel using Winshuttle add-in or going to
Foundation site.
3. Reviewer Excel file and validate if
needed.
a. send back for revisal
b. post to SAP
c. send to next step in workflow
Requester Manager
Approval
Email Notification
Requester Manager
Approval
Uploads to SAP with approvers SAP
credentials or common system post
account
Execution on Server or by user on
foreground
Send Email notifications - to inform
of upload
Monitoring
Monitor progress of processing
Audit trail using SharePoint
functionalities
Uploads to SAP with approvers SAP
credentials or common system post account
Execution on Server or by user on foreground
Send Email notifications - to inform of
upload
Monitoring
Monitor progress of processing
Audit trail using SharePoint
functionalities
Email Notification
Requester
Sales Data
Manager
Approval
Accounting
Data
Plant Data
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