XB15 Workflow for XA - PDF Free Download

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

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

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

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. www.infor.com.

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. www.infor.com.

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. www.infor.com.

Workflow Example User A creates a purchase order and requests approval. Approval required >$10,000.00 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

Create Purchase Order 22

PO Approval Pending 23

Publish Subscribe 24

Log on to Task Manager 25

Task Manager - Flow 26

Purchase Order 27

Launch Netlink 28

View PO 29

Purchase Order - Approve 30

Purchase Order Approved and Released 31

Approved PO 32

Approved PO, Power Link 33

Workflow System I How it works 35

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 Email, Task Manager notification View PO Approve PO Update XA Release PO 36

Add Subscription for Workflow 37

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 Email, Task Manager notification View PO Approve PO Update XA Release PO 38

Workflow Modeler 39

Define the Test 41

PO Amount Test 42

Launch Approval Message 43

Launch XA Approve Transaction 44

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 Email, Task Manager notification View PO Approve PO Update XA Release PO 45

Procurement Manager - Application Settings 46

Create a PO 47

Subscribe Fires 48

Workflow Processes 49

Workflow Modeler 50

Purchase Order - Approve 51