Journal Workflow: Explore the Possibilities

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Journal Workflow Explore the Possibilities!

• By Ian Webster
• Krishnan Ramamurthy

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Introduction

• About Presenters

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Topics of Discussion

• Workflow Overview
• Requirements
• How did we address the requirements
• Major Features
• Sample Screens
• Common Pitfalls
• QA

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Workflow Overview

• Workflow in R11i
• Seeded Workflows and usefulness
• GL Batch Workflow what it does?
• Customization options
• Possibilities

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Requirements

• Client Overview
• Approval Hierarchies
• Multiple Departmental Approvals
• Vacation handling
• Validations Funds Override
• Validations Balance by funds
• Auto un-reserve funds

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How did we address the requirements

• Approval Hierarchy
• Custom Hierarchy Vs HR Hierarchy
• Multiple Departments Sequential
• Sequential Notifications to Roles
• Parallel Notifications
• Custom Forward to form for notifications

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How did we address the requirements

• Timeout Processing reminders
• Canceling notifications
• Custom validations in workflow
• Funds Override
• Balance by Fund

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Major Features

• Custom Approval Process

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Major Features

• Custom Approval Hierarchy form

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Major Features

• Sequential Departmental Approvals

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Major Features

• Sequential Approvals

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Major Features

• Custom Forward to form

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Major Features

• Notifications

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Major Features

• Notifications Reminders

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Major Features

• Validations and unreserving of funds

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Major Features

• Custom Validations Balance by Fund

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Common Pitfalls

• Keep the design simple
• Decide on the flow
• Keep the flow straight
• Handle all scenarios for decision points
• Consider repeatable functions and sub processes
• Handle all possible errors
• Test thoroughly for all scenarios

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How to Contact

• Krishnan Ramamurthy
• Principal Consultant
• kramamur_at_astcorporation.com
• 1-847-372-1537

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Questions and Answers