Journal Vanilla Workflow
The vanilla workflow is delivered out of the box although most customers have customised workflow routing. This section describes the vanilla process only
The workflow routes based on threshold levels (ie total journal value) and company code. There are two levels of approval defined which progress sequentially. The thresholds are defined with respect to USD currency.
Level 0 : 0 – 99,000 USD : Auto-approval – no approval is needed
Level1 : 100,000 to 399,999 : First approval level
Level 2: 400,000 and above : Second approval level
Teams are based on the header company code of the journal. Each team may contain multiple people.
Teams follow the pattern :
JP5_<company code>_L1 and JP5_<company code>_L2
All teams are created and managed using the Promenta Workflow Responsibility tool
Example – company 1000
Here the teams would be :
JP5_1000_L1 : Level 1 for company code 1000 – ie all approvers for journals over 100,000 USD
JP5_1000_L21 : Level 2 for company code 1000 – ie all approvers for journals over 400,000 USD
For a 500,000 USD journal then the approval would flow to Level 1 (JP5_1000_L1) and then to Level 2 (JP5_1000_L2)