ION Workflow integration

This gives you additional flexibility in the setup of your transaction control processes, providing an audit trail external to SunSystems for approvals, and allowing you to align the use of your business systems to the responsibilities held by key personnel. For example, a project manager might not require access to the SunSystems purchase order functionality, but might need to personally approve all project related purchases in ION Workflow.

Use Workflow Configuration (WFC) to set up an Integration Workflow Definition in SunSystems for one or more business processes. This is the SunSystems representation of the workflow definition that you set up in ION Workflow. In Financials you can set up workflow definitions for these business processes: Ledger Entry / Import, Account Allocation and Payment Authorization. In Order Fulfilment you can set up a workflow definition for the Purchase Order Approval, Purchase Order Line Approval, Purchase Invoice Approval, Purchase Invoice Line Approval, Requisition Document Approval or Requisition Line Approval process. You can create workflow definitions for different business processes; however, for each business process you cannot create more than one workflow definition.

The SunSystems representation of the workflow definition applies to a specific business unit. If you use Business Unit Administration (BUA) to create a new business unit based on one that has been set up with workflow definitions, these workflow definitions are copied to the new business unit, but none of the workflow transactions or history log are copied.