Creating a workflow
You must create a workflow before you can assign it to a trading partner or customer.
To create a workflow:
- Select Master Data > Codes.
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To search, specify WorkflowNames in the Name field.
Note: The entries are case-sensitive.
-
Click Drill down on the
WorkflowNames
line. - Click Edit.
- In Code List Properties, click Create.
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Specify this information:
- Workflow Name
- This field shows the name of the workflow. You can select the workflow that is stored in the master data from the drop-down list.
- Short Description
- This field shows a short description of the trading partner.
- Effective from Date
- This field shows the first day on which a record or a setting is valid. The settings are valid until the Effective to Date.
- Effective to Date
- This field shows the last day on which a record or a setting is valid. See Effective from Date.
- Click OK.
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Click Save to save the workflow information.
To make the workflow available, you must click the Tasks tab in the shipper view. Then click Reload Task(s). See Processing tasks.Note: Before you can use the new workflow, you must configure it. See Configuring workflow information.