Transaction Control

Field

Description

Submit Phase

A setting of Pending means there will be the evaluation of workflow rules with the submit action. A setting of Final means workflow rules will not be evaluated.

Workflow Process

A choice of four values control what type of workflow evaluation will be done:

• None - No workflow evaluation even if the Submit Phase is Pending.

• Internal – Advantage workflow will be evaluated if the Submit Phase is Pending.

• External - 3rd party workflow application integrated into CGI Advantage Financial will be evaluated if the Submit Phase is Pending.

• Both Internal and External – Both Advantage and 3rd party workflow will be evaluated if the Submit Phase is Pending.

Workflow Asynchronous Processing

When unchecked, after the final approval is applied and there are no new errors, then the transaction will go to Final.

When checked, after the final approval is applied and there are no new errors, the transaction does not go directly to Final but stays in Pending. It will take another Submit action for the transaction to leave Pending and go to Final. Typically, that second submit is done by the System Maintenance Utility.

Note: Regardless of the Workflow Asynchronous Processing setting, if the transaction rejects during final workflow approval submission, the transaction will revert to Draft phase and will need to be corrected and resubmitted to Pending phase, and then go through workflow again. The purpose of the Workflow Asynchronous Processing is to delay the submission of the transaction into Final phase. Rejected transactions will always need to be corrected, resubmitted and sent back through workflow.

Single Approvals Enforced

When checked, a user is allowed to apply only one approval to a transaction and the Single Approvals Enforced indication on the Approval Rules (IWF08) page is not referenced.

When unchecked, a user can apply multiple approvals unless the Single Approvals Enforced indication on the Approval Rules (IWF08) page is checked.

Approval Bypass

When checked, if the transaction has a Submit Phase of Pending on DCTRL, a user with sufficient security settings can choose to bypass all approvals and submit the transaction in Draft or Pending.

Override Pending Phase

When there are override errors with a transaction code with workflow setup, there are three values that control the override and the approval:

• Allowed only after reaching - Overrides to be applied in Pending and not Draft.

• Required before reaching – Overrides have to be applied in Draft.

• Allowed before or after reaching – Overrides can be applied to either Pending or Draft

Collaboration

When checked, the Collaborate action in the transaction-level menu will open the Transaction Collaboration Path page for the user to view or take action. The latter only being available when the transaction's Phase is Draft.