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

Workflow using email – Treatment of High Priority Support Cases – MyDataOrganizer – Online Database Platform

Support Cases are Managed.



Workflow requirements for high priority support cases are as following :

When it is found that New, High Priority Support Case is not assigned,

then email is sent to manager for their attention to assign support case to proper person.

Email has link to Support Case needing attention.

Sample Email sent to manager is shown below.

Subject : Assign proper person to High Priority New Support Case

Other Examples of Workflow using email :

  • Send email to support person that high priority support case has been assigned – Include direct link to Case record
  • Send email when Lead is created but is not yet assigned to – Include direct link to Lead record
  • Send email when Lead is assigned to sales person – Include direct link to Lead record
  • Send email when opportunity is won for new customer to start onboarding. – Include direct relevant link(s)
  • Send email to new customer regarding details about training for new customer. – Include direct link(s) to training
  • Send email regarding discount approval of sales-quote – Include direct link to Sales-Quote record
  • Send email regarding discount rejection of sales-quote – Include direct link to Sales-Quote record

The latest version of this document is maintained at SupportCases_Email_WorkFlow_AssignNewHighPriorityCase_MyDataOrganizer_OnlineDatabasePlatform