Using Workflow Configuration (WFC)

Complete the fields in the Integration Workflow Definition form as described below, and click OK to save the definition.
Specify this information:
Business Process Name
The SunSystems function or process for which ION Workflow is required, as follows:

Financials:
- Account Allocation
- Ledger Entry / Import
- Payment Authorization.
Order Fulfilment:
- Purchase Order Approval
- Requisition Document Approval
- Requisition Line Approval.
Workflow Code

A unique alphanumeric code for this Workflow configuration. This code must exactly match the code of the corresponding workflow that you intend to use within Infor Workflow.

Inactive / Active

Displays the status of this Workflow configuration.

Description

Up to 100 characters of text to describe this Workflow configuration.

Default Rejection Code

If the business process is one of the Financials processes (Account Allocation, Ledger Entry/Import, Payment Authorization), you must select a default rejection code for each configuration. Rejection codes are created as part of Financials Authorizations, using Financial Rejection Code Setup (FJC).
Note: Ensure the Stage Type defined in the Financial Rejection Code Setup (FJC) is the same as the Business Process Name (unless the business process is Purchase Order Approval, in which case leave the Default Rejection Code blank).

Default Reason Code

If the business process is Purchase Order Approval, you must select a default reason code for this configuration. Reason codes are created as part of Order Fulfilment configuration, using Reason Codes (RSC).

Filter Definition Control Id

For Financials processes (Account Allocation, Ledger Entry/Import, Payment Authorization), select the appropriate filter for the business process, for example, Authorization Inquiry. This is used to help filter the transactions that are subject for authorization, similarly to that used in Authorization Stage Setup (AUS). The filter must have been defined using Filter Designer (FLD).

For more information see Administrator Help > Financials Administration > Setting Up the Financials Environment > Setting Up Authorization Controls > Defining Authorization Stages.

Filter Description

Enter a description for the selected filter.
After you have set up the workflow definition, click Sending Parameters, then Receiving Parameters to set up the mappings between SunSystems fields and ION Workflow fields.
Finally click Activate to start using the workflow definition.