Example: Parallel charge code routing

Rule: The project charge code reviewers are allowed to review and approve the expenses for a specific project or cost center. This applies to the Infor Expense Report, Infor Payment Request, Infor Travel Plan, and Infor Time Sheet. This rule retains a document in the same activity until all the charge-code reviewers review the document. Entries are made to the alwf_reviewer_list table.

Each project code and cost center has this reviewer information: Default Reviewer and Alternate Reviewer. The exception activity is assigned as an application parameter for all the routing rules: name = wf.routingExceptionTransitionStatus.

This table lists the values for fields:

Field Value
Rule Name Parallel Charge Code Routing
Status Active
Fire On Route on ER Submit

The table lists the values for parameters:

Field Value
Consider Select the charge codes to review. Example: Project Only.
Reviewer Selection

Select the reviewer option required for this business rule. The company requires that the costs are reviewed and approved by the project manager and the project director, before the amount is paid.

The valid options are:

  • Default reviewers only: This option sends the documents containing the project or the charge codes to the default reviewers.
  • Alternate reviewers only: This option sends the documents containing the project or the charge codes to the alternate reviewers.
  • Default or alternate reviewers: This option determines if the default reviewer is still active in the application. If the reviewer is not active in the application, the default reviewer is the same as the document creator. The documents containing the project or the charge codes are sent to the alternate reviewer.
  • Both: This option sends documents to the default reviewers and the alternate reviewers for the project or the charge codes.

If one charge code does not have valid reviewers, the document is either sent to the document owner's approver (if the Route to owner's approver if charge code has no reviewer check box is selected) or reviewing the charge code is ignored.

If all the charge codes of a document do not have valid reviewers, then the document is either sent to the exception activity (if the ignore exception for no reviewer option is cleared) or the charge codes are moved to the next transition in the sequence of the workflow.

The routing requirements are overridden by the Route to owner's approver, if the charge code has no reviewer option. In this scenario, any documents with line items charged to a selected project or a charge code is sent to the owner's approver if the active reviewer is not assigned to the project or charge code.

Example: Use Both

To Activity

Select the activity to which the document is routed, if the rule identifies a project or a charge code that meets the criteria.

Example: ER Charge Code Manager Review