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Approval workflow process for Classification

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  • Approval workflow process for Classification

    We are on 6.3.1. Which version would support the following...

    Turning on workflow approval process.

    We would like to add rules and details on how we came up with the classification. And possibly uploading docs or referring to documents.

    Thanks.

  • #2
    Re: Approval workflow process for Classification

    You have to add more details regarding this requirement for people here to understand.

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    • #3
      Re: Approval workflow process for Classification

      Here is the requirement.. When trade users choose a classification code, we need a way of documenting of what rule they interpreted to come up with the classification. The NOTES section currently lets them add comments but can attributes be used for a more detailed description that can be used for audit purpose. The status should go to something like PENDING REVIEW. The manager should then review it and change it to APPROVED which will then trigger an update to be sent to EBS. At the SIG, we were advised to separate out the menu functions for the trade user applying the classification vs the approver who is their manager. Thoughts ?

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      • #4
        Re: Approval workflow process for Classification

        Regarding "documenting of what rule they interpreted to come up with the classification", do you want user manual input or system auto generation? Looking at the data dictionary, it seems hard to utilize any other existing field at Item Classification level. However there is definitely something we can do at Item master level, based on the detailed requirements.

        The suggestion of "separate out the menu functions for the trade user applying the classification vs the approver who is their manager" is to segregate the functions for trade user and approver. That is fine. You can also explore other options including access control, manager layout etc.

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