Approval Workflow

23 views April 17, 2017 jpajaro 0

Approval workflow

In order for a Work Order to show up in the approval list, an approval workflow must be set up:

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Approval Workflow screen

The configurable items for an approval workflow include:

  • Document Type (Work Order).
  • Business Unit.
  • Area.
  • Service Type (Optional).
  • Customer (Optional).
  • First Approver.
  • Second Approver (Optional).
  • Third Approver (Optional).

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New Approval Workflow window

By approving a Work Order, it is changed from “Completed” to “Ready” status. Administrator, Billing and Management roles can export Work Orders with “Ready” status to QuickBooks as invoices (See “Create Invoices“).