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Workflow Approvals

  • February 21, 2025
  • 3 replies
  • 50 views

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Scenario: Issuing a Bill with a 5-Step Approval Flow A company, prepare bill to customer and needs approval before processing the payment.

🔹 Approval Steps:

1️⃣ Step 1: Accountant Review – Checks bill details and submits for approval.

2️⃣ Step 2: Finance Manager Approval – Verifies bill accuracy and compliance.

3️⃣ Step 3: Department Head Approval – Confirms budget availability.

4️⃣ Step 4: General Manager Approval – Ensures approval for major expenses.

5️⃣ Step 5: CEO Final Approval – Authorizes high-value payments before processing. Thanks in Advance 

 

Best answer by nhatnghetinh

Hi ​@nthea23 

I attach the XML file of "Sales Order_Approval_Process" in your previous post. You do each step as follows:
1/. Import the XML file into the Approval Maps screen.
2/. Create Users and Employees corresponding to each Role in Approval Maps
3/. Test by logging in to the User of each Role like Approval Maps => you will see that the screen will only allow you to perform the next step after Approve at the last step

Please refer to the Youtube Videos below.

https://www.youtube.com/watch?v=eqh934Z7jXU

 

https://www.youtube.com/watch?v=mbgZoWJkOeU

 

https://www.youtube.com/watch?v=PyvVFmSZaFQ

 

Best Regards,

NNT

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3 replies

nhatnghetinh
Captain II
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  • Captain II
  • 523 replies
  • February 21, 2025

Hi ​@nthea23 

I see that this post is similar to your previous solved post.


Which step are you having problems with?

 

Best Regards,

NNT

 


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  • Author
  • Freshman I
  • 10 replies
  • February 21, 2025

I am first time to do it, and I try to set up by myself but still can't. After, I had testing it has error. Could you give the condition to set up all step. Thanks so much  


nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • Captain II
  • 523 replies
  • Answer
  • February 21, 2025

Hi ​@nthea23 

I attach the XML file of "Sales Order_Approval_Process" in your previous post. You do each step as follows:
1/. Import the XML file into the Approval Maps screen.
2/. Create Users and Employees corresponding to each Role in Approval Maps
3/. Test by logging in to the User of each Role like Approval Maps => you will see that the screen will only allow you to perform the next step after Approve at the last step

Please refer to the Youtube Videos below.

https://www.youtube.com/watch?v=eqh934Z7jXU

 

https://www.youtube.com/watch?v=mbgZoWJkOeU

 

https://www.youtube.com/watch?v=PyvVFmSZaFQ

 

Best Regards,

NNT


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