Easy steps to setup Workflow
Introduction
When a company has multiple levels of approval for a document, a Workflow can be set.
In iVendNext, you can go to the Workflow list, click on New.
Enter a name for the Workflow and select the DocType on which to be applied.
Enter the different states of the Workflow. Enter Doc Status for them, select which field to update from the Update Field column, enter what the value will be updated to under Update Value.
The Workflow States can have different colors according to the state. Eg: Green for success. Document statuses: Saved = 0, Submitted = 1, Cancelled = 2.
States :
When a document is passed on for different levels of approval, there are states defined at each level for the role of the user.
Transition Rules:
For instance: A Sales user is only allowed to create a Quotation and it can be saved in the Draft state.
Further, it can be sent to the Sales Manager for approval and the User with this role can have the permission to either Approve or Reject the Quotation after which it can either be sent to the Draft State if Rejected or final Approved State.
Error Messages:
A document cannot be Canceled before it is Submitted.
This is a typical error faced by users who define the state of the Document canceled before Submitting it.