Workflows Functional User Manual
Workflows
Workflows Listing
Workflow Creation
Step 1: Click on Action
Step 2: Select Add New
Workflow Type
Approval Workflow
Doc Type: End User Chargeback Claim
Doc Type: Chargeback Claim
Doc Type: Min-Max Chargeback Override
Doc Type: Min-Max Chargeback
Doc Type: TPM Claim
Note: When select/un-select check box Trigger Workflow On rule system will display/hide Create a Logic Rule option as following images in both doc typesDoc Type: TPM Claim Override
Price List Approval Workflow
Doc Type: Standard Price List
Note: When select/un-select check box Enable Workflow Execution Order On rule system will display/hide Preceding Workflow option as following images in all three doc types
Doc Type: Guide Price List
Doc Type: NHS Price List
Price List Comparison Workflow
Doc Type: Standard Price List
Note: When select/un-select check box Enable Workflow Execution Order On rule system will display/hide Preceding Workflow option as following images in all three doc types
Doc Type: Guide Price List
Doc Type: NHS Price List
Incentive Settlement Approval Workflow
Doc Type: Commission
Doc Type: Rebate
Workflow Edit
Step 1: Click the Edit Icon
Step 2: Change any details as you want to update click on Save