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 types

Doc 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

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