on 2018 Aug 10 9:31 AM
Business Background: The customer wants flexible distribution of workflow. Workflow can be forwarded but how to trace it? How to show auditors at the year end who approved each invoice?
Thanks in advance!
Mariya Yanush
Request clarification before answering.
Hi Mariya,
Another example is the Supplier Invoice List app , where you can add to the list the fields for Approval Status and Approve Name ( refer to image). KR
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How to monitor workflows in general? I.e. not invoice specific, but bank payment approval or approval of bank signatory updates etc?
There should be some kind of workflow monitoring cockpit.... and NO "Workflow Administration" app is definitely not useful for that.
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Hello Mariya,
I can provide one example of Purchase Order workflow, there we have option to find the approver details. As given in image below(attached, please magnify) Approver Id is there for each record, records can be download into Excel(option given on right side of toolbar) and can use excel data for our purpose to make approvers list. Please see if same can be used for Invoice.
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