MyDataOrganizer Purchase Requisition Workflow

MyDataOrganizer Purchase Requisition Workflow

 Start of Workflow

 

 

 Request Submitted for Approval by Manager

 Clarification requested by Manager :

 

 

 Request Clarified :

 

 Request Denied by Manager : End of Workflow

 

 Request Approved by Manager, waiting for Finance Approval :

 

 

 Request Denied by Finance – End of Workflow :

 

 Finance Approved request – Amount is < $10k – End of workflow :

 Request Approved by Manager- Amount > $10k – Waiting for Finance Approval :

 

 

 Request Amount > $10k – Denied by Finance – End of workflow

 

 Request Amount > $10k – HQ Approval needed after finance approval :

 

 

 HQ denied request : End of workflow :

 

 HQ Approved request – End of workflow :

 

 

 

 

 

Purchase Requisition Workflow Help

  • Starts with Status=New and action = Submit For Approval by Manager
  • Once request is submitted for Approval-by-Manager , Manager can request clarification, approve it or deny it.
  • If clarification is requested by manager then clarification needs to be submitted.
  • Once clarification is submitted Manager can can request clarification, approve it or deny it.
  • If Manager Denies then it will be end of workflow for the request. Final status is denial of request.
  • If Manager approves the request then request goes to finance. Finance can deny the request or approve-request.
  • If finance denies request then it will be end of workflow for the request. Final status is denial of request.
  • If finance approves the request and if the amount is less than $10K then it is end of workflow for request approval and final status is approval of request.
  • If finance approves it and amount is > $10k then it goes to HeadQuarter(HQ) for approval.
  • HQ can approve or deny request.
  • If HQ approves request then it is end of workflow for request approval and final status is approval of request.
  • If HQ denies request then it will be end of workflow for the request. Final status is denial of request.

 

 

For Any Question please Contact MyDataOrganizer

MyDataOrganizer Sales Summary Rollup Function Formula

MyDataOrganizer Sales Summary Rollup Function Formula

 CustomerSales Data :

 

 

Table Admin Utilities provide options for creation of functions based upon table-fields-columns.

Rollup Summary function ccf50328 is created from it.

 

 

 

Calculated Field Formula is added to the table SalesYear_A31.

 

 

 

Result of use of Summary Rollup Function Formula is shown in SalesYear data.

For each Sales Year sum of Sales is calculated from CustomersSales_A31 and is shown in SalesYear_A31 table.

Similarly in each place where SalesYear field is present , we can use the same technique to get SumSalesRollup

to show sum of sales for the specific year.

 

 

 

For Any Question please Contact MyDataOrganizer

MyDataOrganizer Customers Sales Report

MyDataOrganizer Customers Sales Report

Report of Customers Sales is created using group by CustomerType, SalesYear

Summary of number of records ( count(*)  ) and sum(SalesAmount) is created.

Data can be filtered e.g. data only for SalesYear=2018

and group-by report is created from filtered data.

Source Table = CustomersSales_A31

Report Table = CustomersSalesReport

 

CustomersSales_A31 :

 

 

Filter data as needed : e.g. SalesYear=2018 can be checked to filter data for year=2018

 

 Result of CustomersSalesReport :

 

 

 

For Any Question please Contact MyDataOrganizer

MyDataOrganizer Create Function, asproc

MyDataOrganizer Create Function, asproc

We will Create Function which returns sum of two numbers.

We will create asproc which provides sum of two numbers using function created.

Click +-Function (in left side of demo2Menu) for adding function.

 

Form for adding function is filled.

 

Form for adding function is submitted.

Click CreateFunctionccf50314 link from result.

 

 

Function ccf50314 is created.

 

Click +asproc from Left side of demo2Menu to add asproc

Fill new-asproc-form with the details and submit it.

 

Click Add from asprocDetails Menu to add data to asprocDetails.

Choose asproc-50318 created earlier.

Fill asprocDetails form and submit it.

 

Now run asproc with

Seite?pname=asproc&asproc_id=50218&par1=33&par2=44

result of sum of 33 + 44 = 77 is shown in npar1 of asprocLog.

 

 

For Any Question please Contact MyDataOrganizer