The goal of this Workflow is to create a process that will ensure that credit adjustments to an account go through the proper approval process. Adjustments that are small enough will be auto-approved and larger ones route to the proper users who have the authority to approve.
Prerequisites
Adjustments are entered as blocked. 17.2 SP1 added a configuration option to Care to set ‘blocked’ as default status when entering adjustments which should be set to ‘enabled’.
The Workflow progresses down this basic flow:
Determine if adjustment meets criteria for auto approval (True = Auto unblock, False = find approval tier).
Determine approval tier needed
Notify user assigned for approval
User evaluates adjustment and approves or declines by setting value on the approval task.
Workflow either automatically unblocks (approved) or emails original user to inform them it was declined.
Workflow Breakdown
Process #1: Auto Approve Conditional
Assess if adjustment needs approval (e.g. by type or user entered)
Process #2: Determine Approval Levels Needed
Conditionals are created based on adjustment amount. If adjustment does not meet a tier criteria it moves to the next for evaluation.
Process #3: Approval Steps
When the proper approval tier is found the approval process begins. Tasks have been created to:
Email – Notify user assigned approval task.
Approve / Reject – Users sets required extended data field to approve or reject the adjustment.
Process #4: Approve/Reject Conditional
Once the Workflow has gone through the approval process a conditional uses value of ‘Approved?’ extended data to evaluate whether to utilize the approved or declined path.
Process #5: Approval
Once the adjustment is approved it is automatically unblocked and the original user is notified. If it is declined then a rejection email is sent instead.
