Workflow process

The Infor 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 Business Configuration > Configuration Set-specific Settings > Configuration Set Definition. 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. If planning at the level of organizations is required, you can enable the Organization Planning. 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 Business Configuration > Configuration Set-specific Settings > Workflow Configuration. On the Workflow Configuration page, you can also access and edit the workflow steps, monitor their status, and review the progress of the workflow process.

  Only users who are assigned to the Workflow Modeler 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 to a workflow step that depends on the completed task.

  The Tasks page is restricted for the admin user.