Preparation slips - Implementation

Prerequisites

• Workflow setup.

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Functional

 AYT : Xtend

Localization

 KPO : Portuguese Localization

Authorizations

This function is object managed. The creation, modification, andcancellation operations can be activated or de-activated for a given user.Filters by rolescan also be associated to this function.

The following options can be activated or de-activated for each user :

 Total access

Workflow rules

Two manual workflow rules (to launch manually or in batch) are available:

• Preparatory slip in draft status: an email is sent to the manager if the slip is in draft status and if the application date is inferior or equal to the current date minus seven days. The manager can thus be warned if he has forgotten to submit a slip whose consideration date is close.
  
• Late preparatory slip: an email is sent to all the members of the hierarchical cycle if a slip with lines in Request status and whose application date is inferior or equal to the current date minus seven days exists.

Tables used

The following tables are managed by the function :