› Tungsten AP Essentials overview › Services overview › Workflow services › Adding a workflow

Adding a workflow

A workflow configuration determines how an invoice is routed through different users for approval before it is finally posted in the target system.

Adding a workflow in Admin Center

To add a workflow using Admin Center:

  1. Navigate to the Workflow view, select Edit, then select one of the following:
    • Add CODING & APPROVAL Workflow
    • Add CORRECTION Workflow
    • Add REJECTION Workflow
  2. In the dialog that appears, enter the workflow the Name and Description.
  3. Select Add to create a step in the workflow.

    Alternative: To create a workflow for approving invoices automatically without user interaction, do not create any steps here and skip to step 11. For example, to approve invoices with amounts less than $20 automatically, create a workflow without steps and create a trigger to direct invoices with amounts less than $20 to that workflow.

  4. In the dialog that appears, enter the Name of the step.
  5. Select the user or group who will perform this step in the Assigned to user box.
  6. Optionally, select the Coding checkbox if you want users to be able to perform account coding in this step.

    Users with the Edit approval documents privilege can perform coding regardless of the Coding setting.

    Currently, user groups on the partner group and customer group levels do not support approval hierarchies. Do not select Use approval hierarchy on a workflow step that is assigned to a user group on the partner group or customer group level.

  7. Optionally, select Use approval hierarchy if you want to use linear approval or other hierarchal approval methods, which can reduce the number of workflows you have to create.
  8. Optionally, create conditions for the step.
  9. Select OK to add this step to the workflow and return to the previous view.
  10. Repeat steps 3 through 9 until you have created all the steps your workflow requires. You can create up to 50 steps in a workflow.
  11. Select the Exception handler.
  12. Select OK to return to the Workflow view, then select Save to save the workflow.