Process_Invoice Approve and Decline Workflow

[kinesa Tuganadar]

Hi All,

I have been configuring the Process_Invoice Workflow. I am able to submit an invoice from a user, which will then be sent to the manager for approval or declining.  Once the manager has approved or declined the invoice. I would like the user that sent the invoice to get a notice with declined or approved invoice. I know you can automatically send an email and notice , but I would prefer this to be done in the workflow. I have provided screenshots with the workflow  and additional nodes created. In terms of transitions for the nodes.

Transitions

DocApprovalPM -> DocComplete (sequence 10)

DocApprovalPM ->Decline (sequence 100)

Decline -> Notification(sequence 10)

Also why does the nodes I have created have a warning sign? Please assist would be kindly appreciated.

kind regards

Kinesa

[Peter Shepetko]

Hi Kinesa.

The Node for Approval  with setting Action=User Choice and Column=IsApproved cause Workflow State=Aborted. It is core.

You can use other field for Approve, sample  IsApproved2 and WF will go to your way. User can check yours Invoice in Workflow Activities form.

You can see as example screenshot in attachment.

Best regards,

Peter Shepetko

среда, 25 октября 2017 г., 13:16:12 UTC+3 пользователь kinesa Tuganadar написал:

[kinesa Tuganadar]

Hi Peter,

The isApproved2 is it a new column that you defined or does it already exist? If it does exist than when I create the node will my action still be action= user choice and column=isApproved2. Also will the nodes for the notices be action=user window and window=Notices?

kind regards

Kinesa

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[Peter Shepetko]

Kinesa,

Yes, the isApproved2 is new field as example and you can choice this field after you added.
 Action=user window and window=Invoice (not Notices) because User can quickly select your Invoice for change or complete...

I think it's good solution for Users.

For more details see screenshot.

Best regards,

Peter

четверг, 2 ноября 2017 г., 12:50:22 UTC+2 пользователь kinesa Tuganadar написал:

Hi Peter,

The isApproved2 is it a new column that you defined or does it already exist? If it does exist than when I create the node will my action still be action= user choice and column=isApproved2. Also will the nodes for the notices be action=user window and window=Notices?

kind regards

Kinesa

On Thu, Nov 2, 2017 at 12:33 PM, Peter Shepetko <pshe...@gmail.com> wrote:

Hi Kinesa.

The Node for Approval  with setting Action=User Choice and Column=IsApproved cause Workflow State=Aborted. It is core.

You can use other field for Approve, sample  IsApproved2 and WF will go to your way. User can check yours Invoice in Workflow Activities form.

You can see as example screenshot in attachment.

Best regards,

Peter Shepetko

среда, 25 октября 2017 г., 13:16:12 UTC+3 пользователь kinesa Tuganadar написал:

Hi All,

I have been configuring the Process_Invoice Workflow. I am able to submit an invoice from a user, which will then be sent to the manager for approval or declining.  Once the manager has approved or declined the invoice. I would like the user that sent the invoice to get a notice with declined or approved invoice. I know you can automatically send an email and notice , but I would prefer this to be done in the workflow. I have provided screenshots with the workflow  and additional nodes created. In terms of transitions for the nodes.

Transitions

DocApprovalPM -> DocComplete (sequence 10)

DocApprovalPM ->Decline (sequence 100)

Decline -> Notification(sequence 10)

Also why does the nodes I have created have a warning sign? Please assist would be kindly appreciated.

kind regards

Kinesa

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[kinesa Tuganadar]

Hi Peter,

Thanks that is a better solution. 

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[Peter Shepetko]

Kinesa,

You are welcome))

Out budget planning working via WF about four years.

Peter

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[Peter Shepetko]

*Our budget planning working via WF about four years.

[kinesa Tuganadar]

Hi Peter,

One more question the isApproved2 column did you create it in the invoice table and configure it exactly as the isapproved or am I missing anything because I am getting a null error. I have attached the images.

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[Peter Shepetko]

Kinesa,

you can see my screenshot.

Peter 

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[kinesa Tuganadar]

I see now the default logic I set wrong.

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[kinesa Tuganadar]

I got it working now. I just wanted to understand if a the manager declines the invoice and the user receives it can they change the invoice and resend. As I tried changing and re-send but nothing is happening.

[Peter Shepetko]

Hi Kinesa,

Scenario:

1) User created Invoice and Completed from Invoice Window

2) Manager didn't approve from WF Activities form

3) User click button Ok for this invoice from WF Activities form

4) User can open  Invoice,change  and Complete from Invoice Window

5) Manager  approve from WF Activities form

P.S.You can add new node for updating Docstatus field.See screenshot.

Best regards,

Peter 

пятница, 3 ноября 2017 г., 10:35:16 UTC+2 пользователь kinesa Tuganadar написал:

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[kinesa Tuganadar]

Hi Petro,

Unfortunately didnt want to bother you. I was able to test the updated node now. When I click the document action it says the workflow is suspended. Although the document status is updated to Not Approved so I was suppose to be able to prepare and then complete the document. I have attached the image below.

kind regards

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[Peter Shepetko]

Hi Kinesa,

I wrote   about it  in step 3.

If user didn't do it he have this message.

Peter

Scenario:

1) User created Invoice and Completed from Invoice Window

2) Manager didn't approve from WF Activities form

3) User click button Ok for this invoice from WF Activities form

4) User can open  Invoice,change  and Complete from Invoice Window

5) Manager  approve from WF Activities form

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[kinesa Tuganadar]

I apologise I didn't follow the steps in that order.

Thanks I think we can close the thread.

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