Examples (Workflows)

Work Flows give structure and visibility to tasks that are completed at different times and throughout departments within a company. They allow processes to be more consistent, controlled, and follow an even pattern. Work Flows can be created with a series of sequential or non-sequential steps to be followed, the progress of which can be viewed on the Work Flow tab of any number of records.

Several mock Work Flows are provided below. Keep in mind steps may be added, subtracted, or combined based on company preference.

Adding a New Contact Record

Sequence	Name
1	Generate Lead
2	Paperwork to Lead
3	Paperwork Returned
4	Order Credit Report
5	Internal Credit Discuss
6	Enter Customer Bill-to Information
7	Verify Billing Information
8	Verify Shipping Information
9	Verify Terms & Conditions
10	Verify Pricing
11	Notes Entered
12	CRM Setup
13	Customer On-Boarding

Adding a New Sales Order

Sequence	Name
1	Bill-to PO Received
2	Verify Terms Match
3	Verify Currency Matches
4	Order Priority Assigned
5	Pricing Approved
6	Dates Entered
7	Notes Entered
8	Credit Approval
9	Order Confirmation Sent

Adding a New Purchase Order with Requisition

Sequence	Name
1	Requisition Placed
2	Freight Verified
3	Ship Via Verified
4	Terms Verified
5	Ship-to Verified
6	Linked Orders Verified
7	Dates Verified
8	Discounts Verified
9	Supervisor Approval
10	Order Placed

Processing Checks

Sequence	Name
1	Invoice Numbers and Amounts Verified
2	Terms and Pay Dates Verified
3	Discounts Verified
4	Deductions Entered
5	Invoices Approved
6	Payment Type Verified
7	Cash Account Verified
8	Checks Printed

Basic R&D

Sequence	Name
1	Define Design Goals and Basic parameters
2	Define Formulation
3	R&D Review Approval
4	R&D sample run
5	R&D Testing
6	R&D Results

Dynamically Assign Work Flow Sequence

A user can be dynamically be assigned to a Work Flow Sequence based on conditions entered in the new "Assigned User Expression" field on the Edit Work Flow Sequence form. This allows more flexibility than the option of hard-coding a user in the "Assigned User" field of the form.

Complete the appropriate Work Flow Sequence as needed.
On the Edit Work Flow Sequence form clear, if necessary, the entry in the "Assigned To" field and enter "tp_usid" in the "Assigned User Expression" field. An example is detailed below:
- Assign to the user who originally created the purchase order (or requisition)
  - tp_usid

Basic Formula Approval

Sequence	Name
1	Formulation Preparation
2	Production Review
3	QC Review
4	Accounting Review
5	Formulation Approval Lock to Prevent Editing
6	Production Approval Lock Routing When BOM is Locked Lock Job Work Flow When BOM is Locked
7	QC Approval Lock QC When BOM is Locked
8	Accounting Approval Required For Lab Only