Workflow process
The Infor d/EPM budgeting process is based on tasks that are generated by the workflow. The workflow process is defined, configured, and completed through these phases:
- Configuration set
The Configuration set definition of the workflow process is completed through
. You can create a new configuration set or use an existing one for your workflow. - Financial Planning Step
The Financial Planning steps are required for planning workflows. The financial planning steps are configured for balance sheets, profit and loss, or forecast financial applications. On the Financial Planning Step Overview page, you can create the planning steps of your planning workflow. You can configure the account assignment settings and select the entities and budget version. After completing the configuration of the financial planning step, submit the step to workflow.
- Workflow Configuration
You define global workflow and configure the workflow steps through Workflow Configuration page, you can also access and edit the workflow steps, monitor their status, and review the progress of the workflow process.
. On theOnly users who are assigned to the Workflow Administrator role can access the workflow configuration.
- Tasks Page
After the workflow process is configured, users complete steps of the workflow process that are assigned to them. The corresponding workflow tasks are listed on the Tasks page. Depending on the type of workflow step and your role in the workflow process, you can complete tasks that are assigned to you. That is, you can input and submit data, approve or reject a workflow step, that is listed in your tasks. If, for example, the approver rejects the workflow step, the task is returned to the submitter for further review. If the approver approves the workflow step, it is completed.
The Tasks page shows the number of tasks that are open, submitted, rejected, declined, or have been approved by the final approver.
After completing a step of a workflow process, the subsequent step is assigned to the next user. For example, the next user might be the approver of a planning step. Or, it can be the responsible user who is assigned a workflow step that depends on the completed task.
- Do not add or move dimension elements in the Organization dimension
(
BPDORGANIZATION
) unless all tasks are completed for all configuration sets. - Do not add or move dimension elements in the Organization dimension
(
BPDORGANIZATION
) until all tasks that have been accessed by a planner are submitted and approved.