The document outlines workflow approval mechanisms in FactERP, detailing maker-checker and document forwarding approvals. It explains the configuration steps for document forwarding and specifies key parameters to set up, such as user roles, action status, and email alerts. Additionally, it raises suggestions for improving the approval process and user experience.

1. WORKFLOW APPROVAL
MECHANISMS IN FactsERP

2. INTRODUCTION
 Available for both “Master” and “Transaction” documents.
 Two Types of workflow approvals.
 MAKER & CHECKER APPROVAL
 DOCUMENT FORWARDING APPROVAL

3. 1. MAKER & CHECKER APPROVAL
 Maker-Checker approval is built-in the “frmListing” itself, with a “Posted” column
in the same grid, or with “All” and “Posting Pending”, list options in the frmListing
combo.
 Master entry forms are facilitated with Active and Inactive options.

4. 2. DOCUMENT FORWARDING APPROVAL Ex: Purchase Order
Purchaser
Line Manager
General Manager
Managing Director
Mostly done for workflow approvals of more
than two people or for amount based
approvals.

5. DOCUMENT FORWARDING – STEPS TO CONFIGURE
 Four Steps
 Enable in user master
 Enable in document master
 Document Forwarding Definition Master (DFDMST)
 Document Forwarding
 Mailbox for alerts

6. ENABLE IN USER MASTER

7. ENABLE IN DOCUMENT MASTER

8. DOCUMENT FORWARDING DEFINITION HEADER (DFDMST)
 Things to specify
 1. Document - The document type in which this document flow is applicable.
 2. Auto Approve on Final - On final approve call the finalization procedure of the
document.
 3. Send email alert to ‘To User’ – Send email to the user to alert document is pending to
approve.
 4. Conditional Parameter – To set multiple document mechanism according to the values
selected in the particular document.

9.  Things to specify
 From and to user’s and roles details
 User must set the action status and levels of each document forwarding flow in the definition
detail window
 Action Status (Predefined)
 Begin – Initial level of a document flow cycle. The Process from document flow starts.
 Intermediate - Status of a document between Begin and Final. Only when there is more than
document flow in the process.
 Final – Final stage of the document flow.
 Level – 0,1,2, 3… etc.
 Send information to Initial user - provision to set acknowledgment to document flow initiated
user.
DOCUMENT FORWARDING DEFINITION DETAILS (DFDMST)

10. DOCUMENT FORWARDING DEFINITION MASTER (DFDMST)

11. Document Forwarding Definition Master (DFDMST)

12. DOCUMENT FORWARDING

13. DOCUMENT FORWARDING – GENERAL TAB

14. DOCUMENT FORWARDING – HISTORY TAB

15. MAILBOX FOR WORKFLOW APPROVALS

16. SUGGESTIONS/DISCUSSION POINTS
 Post and unpost options can be made just like new, edit buttons by keeping it separate
from procedures list?
 Reject /Hold/Recheck modes needed in approval?
 Considering both users and roles in forwarding mechanism is confusing?
 Stage and order versus Action Status and Level. Which is better?
 Menu naming can be improved since workflow - definition since it is a common term.?
 To user Column not needed in mailbox?