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Overview:

Workflow Types are used as an optional category in Workflow Schemas and subsequently as a default for AP Voucher with the Data Extraction Downloader.

Workflow Type is a Workflow schema attribute. The main purpose is to allow the creation of multiple schemas for the same Finco or ProfitCentre or Job, with different approval steps.

These types are maintained and created from Setup/Approval & Workflow setup/Workflow type list.

This is optional to have, Workflows Schemas don't need to have a workflow type if not needed.

 Example

A possible scenario could be:

Schema A, with Workflow type 'Unbudgeted Orders', and ProfitCentre AK,

Schema B, with no Workflow type, and ProfitCentre AK

When a user creates a new document (Purchase Requisition, Voucher, PO, etc), and selects a JobCode that belongs to ProfitCentre AK, it will have the option to select 'Unbudgeted Orders' or none, in PR type field. And based on this selection will be the schema that will apply to this document.


Screen Guide:

This screen lists all existing Types. You can add a + New Workflow Type by clicking the button, then giving it a Type code with a corresponding Description. You can change the Order the types are displayed by rearranging the numbers, or mark a type as Inactive, preventing it from being applied to future Workflow Schemas.

Next Steps:

Continue to Workflow Schemas to apply new Types.


Related Pages:

Workflow

Workflow Schemas

Data Extraction Downloader

FAQs:

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Process Flow: