Workflow status process

LN allows multiple users to approve cost entries or transactions using the ION based workflow-process status. However, you can also approve the final cost entries using the Interim Results (tpppc3150m000) or the Global Approving (tpppc4200m000) sessions.

When you approve unit costs using the workflow process:

  • LN sets the workflow status to Pending, if the required cost entry is to be approved using ION Workflow.
  • A BOD message is created if the cost is submitted for approval.
  • The workflow document is evaluated in the ION desk and based on the customer setup, the document is displayed in the task lists.
  • The status is set to Approved or Rejected, based on the approval or rejection of the cost line in ION Workflow.
  • The relevant users are informed by e-mail, if defined in the ION setup.
  • The rejected lines can be updated and submitted for approval.
Note: 

When you submit the workflow for approval in LN, the following workflow-related actions can be initiated:

  • Submit

    The changes are added to the workflow procedure and the status is set to Pending.

  • Recall

    The workflow with status Pending is recalled.

  • Undo

    LN allows you to undo the changes that are not approved. The status of the workflow must be set to Draft or Rejected.

  • Check In

    When a workflow approval is not processed in LN (as an exception), the status is set to Approval Received. You can manually set the status to Approved, later.

  • Edit

    Additional changes can be made to the workflow.