Step 2: Workflow setup
In addition to all other transitions requested by the customer, the standard export process requires the following transitions for the Export and Verify activities. The document must be in the Export Activity for this to work.
| Activity | Transition | work_item_status | Destination activity |
|---|---|---|---|
| Export | Exported | 0 | Verify |
| Keep It | -1 | Export | |
| Exception | 6 | Exception Handling | |
| Verify | Successful | 0 | Completed |
| Keep It | -1 | Verify | |
| Exception | 6 | Exception Handling | |
| Exception Handling | Exception Fixed | 0 | Export or Verify* |
| Keep It | -1 | Exception Handling | |
| Reject | 1-6 | Configurable (Create?) |
Note: You can set up the document to
go to either Export or Verify after the Export Exception of the document is fixed. This
fix- is a manual process. If the Document is sent to Export, then one more new Export
documents is created for the same Infor Expense Management document. The extraction
programs need to weed out the old documents with Exception activity. Alternatively, if
the document is sent to the Verify activity, then the Export Document status needs to be
changed from 5 (Error) to 1 (New), so that Extraction programs extract this again.
To prevent accidental re-export of documents, an is_exported flag indicates whether a document has been previously exported. To reset this flag to 0, you must configure the Export Reset business rule to fire on the transition from Exception Handling to Export.