Example 4
Type: Basic Notification
Department: Inventory (Item)
Learning Objectives
Wild Card (System Value) in Condition
Wild Cards cannot only be used to compare two field values but also to make a comparison between a field value and a system value (e.g. the Working Date).
Date Calculation in Condition
The exact date on which the condition (trigger) shall eventuate can be calculated (If Work Date – 2 days).
Absence Management
The Absence Management is a system created to shift the tasks of employees (e.g. Salesperson/Purchaser). This is required if an employee is momentary absent or the employee is away for a specific period of time. The tasks of that specific employee will be transmitted to a deputy. As soon as that person is returning, the task will be transmitted back.
Business Process “Expired Lot Number”
Once the current date exceeds the expiration date of an item or a lot, the employee DC from the warehouse is informed by default. This is important to avoid unnecessary occupation of storage. The employee DC is leaving the company for one month due to vacation. Therefore the To-Dos can be forwarded to the employee AH during that period of time.
Aptean Advanced Workflow Diagram
Aptean Advanced Workflow Setup
Reference Type
No.: 32 (Item Ledger Entry)
Editing Page ID: 38 (Item Ledger Entry)
Buffer Time on Function Call Server: 30 Seconds
Automatic Workflows: Yes
Keyword Definition Lines
All Keyword Lines
Table ID: 32 (Item Ledger Entry)
Tick all Use Fields
Keyword Definitions Line 1
Field ID: 2 (Item No.)
Keyword Definitions Line 2
Field ID: 6501 (Lot No.)
Keyword Definitions Line 3
Field ID: 6503 (Expiration Date)
To-Do Templates
| To-Do Template 1 | Reference Type No.: 32 (Item Ledger Entry) Code: WF040-TD010 Description: Expired Lot Notification |
|---|---|
| WHO | Employee Code: DC |
| WHY | No Activation |
| WHEN | Source Type: Workflow Duration Date Calculation: 7D Critical Date Calculation: -3D |
| WHAT | Type: Manual Completion |
Workflow Template
Reference Type No.: 32 (Item Ledger Entry)
Code: WF040
Description: Expired Lot Notification
Use Condition: WF040-C010
Condition
Table ID: 32 (Item Ledger Entry)
Code: WF040-C010
Description: Expired Stock
Type: Workflow Template Use
Condition Line 1
Active: Yes
Type: Field
Table ID: 32 (Item Ledger Entry)
Field ID: 6503 (Expiration Date)
Wild Card Values
Wild Card No.: 1
Value Type: System Value
System Value: Work Date
Date Calculation: -2D
Filter: <>”&<%1
Workflow Line 1
Type: To-Do
Code: WF040-TD010
Absence Management on Salesperson/Purchaser Table
Employee: DC
Replaced by: AH
Absence Time
Absence Time: 01.02.2014..28.02.2014
Description: Vacation