General ledger workflow types
The following workflow types are available for General ledger. Each type corresponds to a journal type:- Ledger daily journal workflow – Use this type to create approval workflows for daily journals.
- Ledger allocations journal workflow – Use this type to create approval workflows for allocation journals.
- Ledger eliminations journal workflow – Use this type to create approval workflows for eliminations journal.
- Advanced ledger entry workflow – Use this type to create approval workflows for advanced ledger entries.
Accounts payable workflow types
The following workflow types are available for Accounts payable:- Freight Invoice Approval – This workflow supports invoice approval.
- Vendor invoice line workflow – Use this type to create review workflows for vendor invoice lines.
- Vendor invoice approval journal workflow – Use this type to create approval workflows for vendor invoice approval journals.
- Proposed vendor changes workflow – Approve the proposed vendor change.
- Vendor disbursement journal workflow – Use this type to create approval workflows for vendor disbursement journals.
- Vendor invoice journal workflow – Use this type to create approval workflows for vendor invoice recording journals.
- Vendor settle promissory note journal workflow – Use this type to create approval workflows for vendor settle promissory note journals.
- Vendor redraw promissory note journal workflow – Use this type to create approval workflows for vendor redraw promissory note journals.
- Vendor invoice workflow – Use this type to create review workflows for vendor invoices.
- Vendor bank remittance journal workflow – Use this type to create approval workflows for vendor bank remittance journals.
- Vendor invoice register journal workflow – Use this type to create approval workflows for vendor invoice register journals.
- Vendor draw promissory note journal workflow – Use this type to create approval workflows for vendor draw promissory note journals.
Accounts receivable workflow types
The following workflow types are available for Accounts receivable:- Customer free text invoice workflow – Use this type to create approval workflows for free text invoices.
- Customer draw bill of exchange workflow – Use this type to create approval workflows for customer draw bill of exchange journals.
- Customer settle bill of exchange workflow – Use this type to create approval workflows for customer settle bill of exchange journals.
- Customer redraw bill of exchange workflow – Use this type to create approval workflows for customer redraw bill of exchange journals.
- Customer payment workflow – Use this type to create approval workflows for customer payment journals.
- Customer protest bill of exchange workflow – Use this type to create approval workflows for customer protest bill of exchange journals.
- Proposed customer change workflow – Approve the proposed customer change.
- Customer recurring invoice workflow – Use this type to create approval workflows for recurring invoices.
- Customer bank remittance workflow – Use this type to create approval workflows for customer bank remittance journals.
Budgeting workflow types
The following workflow types are available for Budgeting:- Budget plan workflow – Use this type to create and review workflows for budget plans.
- Budget register entry workflow – Use this type to create review workflows for budget register entries.
- Budget account entry workflow – Use this type to create review workflows for budget account entries.
- Commitments approval workflow – Use this template to create approval workflows for commitment documents.
- General budget reservation workflow – Use this template to review general budget reservation documents.
Cash and bank management workflow types
The following workflow type is available for cash and bank management:- Bank reconciliation journal approval workflow – Use this type to create approval workflows for Bank Reconciliation journals.
Expense management workflow types
The following workflow types are available for expense management:- Travel acquisition workflow – Use this type to create approval workflows for travel requisitions.
- Expense line item auto posting – Use this type to create line item automatic posting workflows for expense reports.
- Expense report auto posting – Use this type to create document automatic posting workflows for expense reports.
- Expense line item – Use this type to create line item approvals for expense reports.
- VAT tax recovery – Use this type to create approval workflows for VAT tax recover.
- Cash advance request – Use this type to create approval workflows for cash advance requests.
- Expense report – Use this type to create document approvals for expense reports.
Fixed asset management workflow types
The following workflow types are available for fixed assets:- Ledger post fixed assets journal workflow – Use this type to create approval workflows for post fixed asset journals.
- Ledger fixed assets budget journal workflow – Use this type to create approval workflows for fixed asset budget journals.
Human resources workflow types
The following workflow types are available for human resources:- Worker project experience – Use this type to create workflows for worker project experiences from employee self service.
- Transfer worker – Use this type to create workflows for transferring workers using Personnel actions.
- Human resources actions workflow – Use this type to create workflows for personnel actions, such as to create new positions or to modify positions.
- Change worker fixed compensation – Use this type to create workflows for requesting fixed compensation changes for workers by using Personnel actions.
- Worker position of trust – Use this type to create workflows for worker positions of trust from employee self service.
- Worker courses – Use this type to create workflows for worker courses from employee self service.
- Worker loaned amount – Use this type to create workflows for worker loaned items from employee self service.
- Worker review – Use this type to create workflows for worker review.
- Worker image – Use this type to create workflows for worker images from employee self service.
- Worker education – Use this type to create workflows for worker education from employee self service.
- Worker identification number – Use this type to create workflows for worker identification number from employee self service.
- Worker skills – Use this type to create workflows for worker skills from employee self service.
- Worker certificates – Use this type to create workflows for worker certificates from employee self service.
- Hire worker – Use this type to create workflows for hiring workers by using Personnel actions.
- Worker professional experience – Use this type to create workflows for worker professional experiences from employee self service.
- Worker course registration – Use this type to create workflows for worker course registration.
- Terminate worker – Use this type to create workflows for terminating workers by using Personnel actions.
Organization workflow types
The following workflow types are available for organization:- Signing limits workflow – Use this template to create a workflow for review of signing limit requests.
- Create management workflow – Use this type to create a workflow for cases.
- Document handling – Workflow type for document handling.
Procurement and sourcing workflow types
The following workflow types are available for procurement and sourcing:- Invoice received notification workflow – Use this type to create invoice received notification workflows for unconfirmed product receipts.
- Product receipt failed notification workflow – Use this type to create notification workflows for failed product receipts.
- Vendor rebate approval – Vendor rebate workflow approval type.
- Purchase agreement approval workflow – Use this type to create approval workflows for purchase agreements.
- Purchase order line workflow – Use this type to create review and approval workflows for purchase order lines.
- Unconfirmed product receipt rejection notification workflow – Use this type to create notification workflows for rejected unconfirmed product receipts.
- Purchase requisition line review Use this type to create review workflows for purchase requisition lines.
- Catalog import approval – Use this type to create review workflows for imported catalogs.
- Delivery due date notification workflow – Use this type to create delivery due date notification workflows for unconfirmed product receipts.
- Vendor add application workflow – Use this type to create approval workflows for vendor add application requests.
- Purchase order workflow – Use this type to create review and approval workflows for purchase orders.
- Catalog import product approval Use this type to create review workflows for imported catalog products.
- Purchase requisition review – Use this type to create review workflows for purchase requisitions.
Project management and accounting workflow types
The following workflow types are available for project management and accounting:- Review original budget workflow – Use this type to review an original budget.
- Review timesheet line workflow – Use this type to review a timesheet line.
- Request for quotes workflow – Use this type to review request for quotes.
- Resource request line workflow – Use this type to review resource request lines.
- Review timesheet workflow – Use this type to review a timesheet.
- Review project invoice proposal workflow – Use this type to review project invoice proposals.
- Review project quotation workflow – Use this type to review project quotations.
- Review budget revision workflow – Use this type to review a budget revision.
Retail workflow types
The following workflow types are available for retail:- Retail sales line workflow – Use this type to review retail sales line price override.
- Retail catalog line workflow – Retail catalog approval workflow type.
- Retail sales quotation line workflow – Use this type to review retail sales quotation line price override.
Sales and marketing workflow types
The following workflow type is available for sales and marketing:- Create customer rebate workflow – Customer rebate workflow type
Time and attendance workflow types
The following workflow types are available for time and attendance:- Time and attendance journal registration workflow – Use this type to create approval workflows for time and attendance journal registration records
- Time and attendance days total workflow – Use this type to create approval workflows for time and attendance days total records.