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Workflow configuration engine

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Florence
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The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.

Defining a transaction approval circuit allows you to better control and segment your business processes. You can define one or more approvers in cascade, by company, by order type, by analytical axis, by amount or even by line manager.

Management is now unified across the platform, replacing the options previously available prior to version R2023.04 (order approval, clocking in and out, absences, consultations, invoices). 

There are 2 main new features compared with the previous management of approval paths :

  • The ability to include a hierarchical dimension in workflows (N+1, site manager, department manager, agency manager, etc.)
  • The ability to integrate the notion of analytical axes in addition to workflow types (free input, invoices, holidays, etc.).

With this workflow management system, the possibilities are endless (or almost!)

Workflow management can only be accessed and modified by users with ADMIN privilege at GROUP level.

 

In this article :

Activating the functionnality

If you already have a configuration incorporating approval management before April 2023, this new functionality cannot be activated independently. 

Activation de la fonctionnalité

Si vous souhaitez avoir plus d'informations sur le sujet, n'hésitez pas à contacter votre référent iBAT ou bien à nous écrire à support@ibat-solution.com.

How do workflows work ?

An approval process works as follows for all iSYBUY transactions : 

mceclip0.png

A transaction corresponds to the object that triggers the circuit (order, invoice, tally, consultation, etc.). 

To date :

iSYBUY
Purchase requests Controls Invoice Supplier contracts
Enables you to define the workflow for a purchase requisition, before it is converted into a purchase order. ​ Allows you to define the workflow for transforming a basket into an order, before it is sent to the supplier. ​ Defines the workflow for an invoice.​

Enables you to define the workflow for a contract before it is published.​
Optional Optional Optional Optional

 

iBAT Time iBAT Consult
Scores Absences Launch of consultations Closing consultations
Allows you to control the clocking workflow  Enables you to control the absence workflow for employees Enables you to control the workflow for opening supplier enquiries. ​ Allows you to define the closing workflow and the result of the supplier consultation ​
Optional Optional Optional Optional

 

Notes :

  • The conditions depend on the approval circuit
  • The conditions depend on the format of the condition (text, numeric or date)
  • The available values depend on the associated condition
  • Approvers depend on the approval circuit they relate to

If you wish, we can send you an Excel file listing all the objects that can be used in the workflows.  Just ask us at support@ibat-solution.com

Examples of possible cases

  •  iSYBUY - Orders: IF type of order is standard or open THEN Approver: Thomas

  • iBAT Time - Absences: IF absence requested by an employee from the Depot department THEN Approver: Eric; Except if employee = Eric, then approver = Jean-Louis

  •  IF order value > €20,000 THEN Approver: site manager

Note :

  • Conditions are read from top to bottom. We therefore recommend that you list the exceptions to be dealt with first, followed by the general cases.
  • They are cumulative. This means that if there are several rules for the same conditions, the itinerary will read them all (from the first to the last), and will not point out any written inconsistencies.

question.png  Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!

Related keywords :
Workflows - approval path - circuit - purchase - time - consult

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