Process flow

The general process flow is described below. Variations on this flow may also be possible.

Process Flow

>  The requester begins the completes their ZOption GLSU spreadsheet in the normal way.

> The requester presses the “send to workflow” button in the GLSU excel add-in
GLSU addin will carry out validation checks and popup the SAP connection dialog box

> The requester logs into SAP and a browser page opens automatically. The browser page shows the attached GLSU spreadsheet .

> The initial requester uploads any supporting documentation that they may have – this may be financial reports, supplier questionnaires or any other relevant documents.

 

> The initial requester can now submit the validated request.

> The webflow system will check its approval workflow rules and route the request to the individual or team that should review the request. An email is sent to the approvers notifying them of a pending action. This step may be a review step (ie just checking the entered data) or additional data entry (for example a finance team may input the bank details of the vendor)

> The approver may then approve or reject the request. If the request is rejected it will normally be terminate the request and inform the requester.

> On approval the webflow will check if there is another team to review/approve the request – if there is then the request is routed to that team. If no further approvals required – so this is the final approval – then the SAP data change occurs automatically. This achieved by invoking the existing GLSU posting functionality.

> The webflow system attaches any documentation to the posted documents and then finally sends out notification emails to the requester and other interested parties that the request is complete.

> The webflow system maintains its own set of audit and history data which is reportable at any time.