You manage your Division workflows from this tab. We have dedicated articles on workflow management/approvals – click here – to read the detailed view but here under Division management you can:
- Create new Order approvals
- Create new Invoice approvals
- Edit existing workflows
- Set default workflows
- Test Automatic Workflows
Clicking on any of the Order or Invoice approval will reveal the steps of the workflow as shown below:
Clicking anyone of the steps on the right will show you the details:
Default workflows will have a yellow star against them.
You can edit any workflows or create new. There is a wizard approach to adding workflows and generating the conditions. Example, let’s create an invoice approval with an Export step.
- Click New Workflow
- Choose the Division, and give the workflow a name
- Choose Invoice Approval as the type
- Click Continue
You have the choices above as your workflow steps. Add the ‘Email approver step’ by clicking it
- Give the step a Name – something like “Nick to Approve”
- Choose the approver – they have to be a member of the Division
- Give the email a Subject such as – “Invoice approval request”
- Click ‘Create Step’
Now we can add the Export invoice step:
- Click Add another step
- Click Export Invoice (you need to use a fully integrated finance system for this to work)
- Give the step a name – ‘Export invoice’
- Now click ‘Create Workflow’
You should now see your workflow in the list and clicking it will reveal those two steps.
Workflow filtering
If you have a lot of workflows in your division, you can use the workflow filter to zoom in on the workflow you want to find.