Approval Workflow

31 views April 17, 2017 jpajaro 0

Approval workflow

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

approval-2Approval Workflow screen

The items to configure an approval workflow include:

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

 

approval-3New Approval Workflow window

 

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