Create Rebate Agreement Workflow

Owned by Mike Deskis
Last updated: Sept 05, 2024 by Ioana Kocurova
2 min read

In this narrative, we will demonstrate how to create a new workflow approval strategy for our Rebate Agreement. We will be following this sequence of events:

Select a Workflow

Our first step will be to select our workflow template from our list of available workflows that are available with the Workflow Designer.

This will load the Rebate Agreement workflow template:

Update the Approval Step

The next step would be to update the initial default Approval step that the Rebate Agreement workflow template provides by doing the following:

  • Modify the Approval Step Label to a more meaningful name (ie. Check Rebate %)

  • Provide a Reason Description (ie. Validation of rebate percentages)

  • Select Watch option and Minimum number of Approvers

  • Select the Approvers via one of these methods:

    • By Username

    • By User Group

    • By Role

  • Define name of Condition (ie. Rebate % Review)

  • Create Rebate Agreement Conditional:

    • Condition Object (Header or line item value)

    • Relational Operator (>,=, <, etc.)

    • Values

Preview Workflow

After completing the workflow strategy, we proceed with the Preview step that will identify all of the Company Parameter tables that will be modified. For the Rebate Agreement it will appear as:

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