XB15 Workflow for XA

Transcription

1 Copyright 2010 Infor. All rights reserved. XB15 Workflow for XA David Foster Business Solutions Consultant

2 Workflow work flow noun /ˈwərkˌflō/ workflows, plural 1. The sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion 2

3 Workflow Points Integrated to XA Executes transaction Enterprise Integrator - Publish/Subscribe Multiple Monitoring Modes Platform Independent Notification via Approved from Approved from Blackberry Text Messages Task Manager Automatic escalation Based on pre-defined criteria Parallel Processing IT Developed Workflow Visio Workflow Design 3

4 Use of Workflow Purchase Order Approval Engineering Changes Material Review Board Administrative Tasks New Items 4

5 Active Modeler Defines the Business Process Many other powerful features exist for highly effective Business Process Management such as: Escalation and Delegation Rules Scheduling Process Metrics based on user-defined criteria Organizational Modeling and Processes Document Handling Tracking of all related workflow events by User with time stamp And many more Active Modeler can also be used for other applications like ISO Certification and Sarbanes-Oxley Compliance. 7 Copyright 2008 Infor. All rights reserved.

6 Multiple starting points can be defined for a process. These can be programs/activities, database triggers, user defined or other events. 8 Copyright 2008 Infor. All rights reserved.

7 9 Copyright 2008 Infor. All rights reserved. Decision Points or Action Agents are defined to manage exceptions and dynamically reroute the process based on the results.

8 10 Copyright 2008 Infor. All rights reserved. Parallel Paths allow simultaneous execution of multiple activities.

9 11 Copyright 2008 Infor. All rights reserved. Execution of the next task can be defined as automatic, batch, scheduled or pushed to a user within the XA, BD, or via messaging.

10 Dynamic messages can be defined to provide the right information to the right people at the right time to manage business processes. This would include the approval process which can be done via Blackberry s, etc. Messages can contain system data and buttons to execute XA, or BuyDesign tasks against the data. 12 Copyright 2008 Infor. All rights reserved.

11 13 Copyright 2008 Infor. All rights reserved. Dynamic messages can be sent to Customers or Sales Reps as .

12 14 Copyright 2008 Infor. All rights reserved. Specific XA or BuyDesign activities that need to be performed in the process are communicated to users via an Action List.

13 Action Tracker Monitors All Activities by Role The Action Tracker provides information about all activities performed on the transaction within the process. Activities are color coded for finished, waiting or in progress. 15 Copyright 2008 Infor. All rights reserved.

14 WFi Full Audit & Traceability 16 Copyright 2008 Infor. All rights reserved.

15 Message from WFi Blackberry s can approve or not approve an action notification. 17 Copyright 2008 Infor. All rights reserved.

16 WFi Sending a Cancelation to a Buyer 18 Copyright 2008 Infor. All rights reserved.

17 WorkFlow System I XA Example 19 Copyright 2008 Infor. All rights reserved.

18 Workflow Example User A creates a purchase order and requests approval. Approval required >$10, An approval request is automatically created in Workflow. User B views the approval request in Workflow. User B views the purchase order from Workflow User B approves the P.O. in Workflow PO can now be released 20

19 Demonstration 21 Copyright 2010 Infor. All rights reserved.

20 Create Purchase Order 22

21 PO Approval Pending 23

22 Publish Subscribe 24

23 Log on to Task Manager 25

24 Task Manager - Flow 26

25 Purchase Order 27

26 Launch Netlink 28

27 View PO 29

28 Purchase Order - Approve 30

29 Purchase Order Approved and Released 31

30 Approved PO 32

31 Approved PO, Power Link 33

32 Message from WFi Blackberry s can approve or not approve an action notification. 34 Copyright 2008 Infor. All rights reserved.

33 Workflow System I How it works 35

34 How it works Customize PO Object Subscriptions Worflow Build Approval Workflow Intergrator Notification Fires Notifies and passes PO to Workflow Workflow Work Management Engine Launches Workflow , Task Manager notification View PO Approve PO Update XA Release PO 36

35 Add Subscription for Workflow 37

36 How it works Customize PO Object Subscriptions Workflow Build Approval Workflow Integrator Notification Fires Notifies and passes PO to Workflow Workflow Work Management Engine Launches Workflow , Task Manager notification View PO Approve PO Update XA Release PO 38

37 Workflow Modeler 39

38 Define the Test 41

39 PO Amount Test 42

40 Launch Approval Message 43

41 Launch XA Approve Transaction 44

42 How it works Customize PO Object Subscriptions Workflow Build Approval Workflow Create PO Integrator Notification Fires Notifies and passes PO to Workflow Workflow Work Management Engine Launches Workflow , Task Manager notification View PO Approve PO Update XA Release PO 45

43 Procurement Manager - Application Settings 46

44 Create a PO 47

45 Subscribe Fires 48

46 Workflow Processes 49

47 Workflow Modeler 50

48 Purchase Order - Approve 51

49 ANY QUESTIONS? 52 Copyright 2010 Infor. All rights reserved.

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