ERP Workflow Module Training
Defining approval workflows, states and transitions, roles and notifications on documents.
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About this training
Defining approval workflows, states and transitions, roles and notifications on documents.
- Workflow Basics
- Workflow States
- Transitions and Roles
- Notifications
- Testing and Activating
- Permissions and Multi-step Approval
Training outline 6 lessons
1Workflow Basics
1. A workflow defines the approval path of a document (e.g. purchase order: draft → manager approval → finance approval).
2. Each workflow is built for one document type.
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2Workflow States
1. Define states: draft, pending approval, approved, rejected.
2. For each state set the editing role and document status.
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3Transitions and Roles
1. Create Transitions between states (approve, reject).
2. Set the role allowed for each transition.
3. Add a condition if needed (e.g. amount above a limit).
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4Notifications
1. Create a Notification so approvers get an email on state change.
2. Set recipients and message template.
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5Testing and Activating
1. Try the workflow on a test document.
2. Activate it when satisfied.
3. The approval history is visible on each document.
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6Permissions and Multi-step Approval
1. Review roles in Role Permissions.
2. For multi-step approval define several states in sequence.
3. Allow submit or cancel only to specific roles.
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