Example 7
Type: Basic Process Workflows
Department: Sales
Learning Objectives
Source Offset Data Calculation
When a task is provided with a Source Offset Data Calculation formula, the calculated start date will be moved antedate or will be postponed in regards to the specified value.
Timeframe referred to Reference Table
When the Source Type of a task has been chosen to be a Reference Table, the task will start in dependence of the value of a defined field on the Reference Table.
Editing Form on Workflow Template
The indication of an Editing Form ID within a Workflow Template supports the setup of an Editing Form ID in the Reference Type. Consequently, this can be overwritten and the data source is opened on a detached site.
Table Join
The definition of a Table Join makes it possible that the system has access to the data of two tables. Only a connection up to two tables is possible.
Business Process “Pre Sales Shipment Workflow”
The Logistic Manager books the truck and confirms the appointment two days prior to the due day. They then compiles the order picking and adds the list to the loading list and updates the Shipping No. In addition, export documents can be created for foreign customers.
Aptean Advanced Workflow Diagram
Aptean Advanced Workflow Setup
Reference Type
No.: 36 (Sales Header)
Buffer Time on Function Call Server: 30 Seconds
Automatic Workflows: Yes
Keyword Definitions Lines
Tick all use Fields
Table ID: 36 (Sales Header)
Tick all use Fields
Keyword Definitions Line 1
Field ID: 3 (No.)
Keyword Definitions Line 2
Field ID: 79 (Sell-to Customer Name)
Table Join
Table ID: 36 (Sales Header)
Table ID to join: 18 (Customer)
Table Join Line 1
Field ID: 1 (No.)
Value Type: Field
Value: 2 (Sell-to Customer No.)
To-Do Templates
| To-Do Template 1 | Reference Type No.:36 (Sales Header) Code: WF070-TD010 Description: Book Truck and Confirm Time Slot |
|---|---|
| WHO | Employee Code: BA |
| WHY | No Activation |
| WHEN | Source Type: Reference Table Source Field: 21 (Shipment Date) Source Offset Date Calculation: -2D Duration Date Calculation: 2D Critical date Calculation: -1D |
| WHAT | Type: Manual Completion |
| To-Do Template 2 | Reference Type No.:36 (Sales Header) Code: WF070-TD020 Description: Prepare Con Note and add to Manifest |
|---|---|
| WHO | Employee Code: BA |
| WHY | No Activation |
| WHEN | Source Type: Workflow Duration Date Calculation: 1D |
| WHAT | Type: Manual Completion |
| To-Do Template 3 | Reference Type No.:36 (Sales Header) Code: WF070-TD030 Description: Update Package Tracking No. |
|---|---|
| WHO | Employee Code: BA |
| WHY | No Activation |
| WHEN | Source Type: To-Do Source Code: WF070-TD020 Duration Date Calculation: 1D |
| WHAT | Type:Field Examination Condition Code: WF070-C010 |
Condition
Table ID: 36 (Sales Header)
Code: WF070-C010
Description: Check Package Tracking No.
Type: Field Examination
Condition Line 1
Active: Yes
Type: Field
Table ID: 36 (Sales Header)
Field ID: 106 (Tracking No.)
Filter: <>’’
Editing Page ID: 42 (Sales Order)
To-Do Group Template
Reference Type No.: 36 (Sales Header)
Code: WF070-TG010
Description: Transport Tasks
To-Do Group Lines
Type: To-Do
To-Do Group Line1
Code: WF070-TD010
To-Do Group Line 2
Code: WF070-020
To-Do Group Line 3
Code: WF070-030
| To-Do Template 4 | Reference Type No.:36 (Sales Header) Code: WF070-TD040 Description: Prepare Export Documentation |
|---|---|
| WHO | Employee Code: BA |
| WHY | Condition Code Table ID: 36 (Sales Header) Code: WF070-C020 Description: Foreign Customer Type: Activation Condition Line 1 Active: Yes Type: Field Table ID: 36 (Sales Header) Field ID: 31 (Customer Posting Group) Filter: FOREIGN Condition Code: WF070-C020 |
| WHEN | Source Type: To-Do Source Code: WF070-TG010 Duration Date Calculation: 2D Duration Date Calculation: -1D |
| WHAT | Type: Manual Completion |
Workflow Template
Reference Type No.: 36 (Sales Header)
Code: WF070
Description: Pre Sales Shipment Workflow
Editing Page ID: 42 (Sales Order)
Use Condition: WF070-C030
Condition
Table ID: 36 (Sales Order)
Code: WF070-C030
Description: Sales Order Ready to Ship
Type: Workflow Template Use
Condition Line 1
Active: Yes
Type: Field
Table ID: 36 (Sales Header)
Field ID: 1 (Document Type)
Filter: Order
Condition Line 2
Active: Yes
Type: Field
Table ID: 36 (Sales Header)
Field ID: 120 (Status)
Filter: Released
Condition Line 3
Active: Yes
Type: Field
Table ID: 18 (Customer)
Field ID: 39 (Blocked)
Filter: [Option Value is empty]
Workflow Line 1
Type: To-do Group
Code: WF070-TG010
Workflow Line 2
Type: To-Do
Code: WF070-TD040