Scenario
Tina needs to check the invoice amount on each invoice assigned to her. If the invoice amount is less than $1000, she can send the invoice for payment to Rob, but if the invoice amount is more than $1000, she needs to send the invoice to Jack for his approval. If Jack approves it, the invoice is sent to Rob for payment.
Prerequisite
Invoices are scanned into FileBound. Any user that is assigned to a group with the Workflow Initiation right can assign an invoice to Tina over a workflow process, or the document can be assigned to Tina automatically.
Workflow design and configuration
The workflow process includes three Standard steps, one step assigned to each user.
Stencil: Decision
This step is assigned to Tina who determines whether the payment amount is greater than $1000 or not. Based on the payment amount, she forwards an invoice either to Jack for his approval or Rob for payment.
The following attributes are applied to the step:
- Stencil Type: Standard Step
- Step Information: Step Name='Decision'
- Assign to User: Tina
Stencil: Approval
This step is assigned to Jack who approves the payment of invoices whose amount is more than $1000. Once approved, the invoices are forwarded to Rob for payment.
The following attributes are applied to the step:
- Stencil Type: Standard Step
- Step Information: Step Name='Approval'
- Assign to User: Jack
Stencil: Payment
This step is assigned to Rob who makes payment for the invoiced forwarded by Tina and Jack.
The following attributes are applied to the step:
- Stencil Type: Standard Step
- Step Information: Step Name='Payment'
- Assign to User: Rob