Requirement
AMVOP-110
QC Approval for transferring oil from blender to production lines when fulfilling partially or fully.
Updates:
Submit for Approval button is: 1074 Majid Abdulhadi Shaker
And the Email notification will be sent to the creator, QC and the above user.
Our Solution
- Modify the Workflow in Transfer Order record which undergoes a QC Approval for IF, once the TO is Approved (Document status) and satisfies the location conditions.
- For AMVOP subsidiary, the “Submit for QC Approval” button will appear for user 1074 Majid Abdulhadi Shaker and on pressing the button Pending Approval will be set in the custom field “QC Approval Status”.
- The Approval request notification email will be sent to a single user with a Role AMVOP QC Manager = 1026 Ahmed Hamadah Alssaei. That user/Administrator role user can approve the TO by clicking the custom “Approve for IF” button. Once approved, approver and all other users whoever can view the Fulfill button can create the Item Fulfillment for that TO
- The approval workflow will restrict the creation of Item Fulfillment if the custom “QC Approval Status” is not in “Approved”.
- Upon creation of a partial IF for that corresponding TO, then workflow again reset the “QC Approval Status” and repeat the approval steps again to accomplish the QC approval for the remaining Items.
- Included rejection note on the Reject action
- Emails are sent to 1074 Majid Abdulhadi Shaker on rejection and once TO approved by QC
Assumptions
- The workflow is required on the Transfer Order for restricting the Fulfilment creation unless it is approved by QC for the Locations
- From Location and To location list will be provided by AMVOP and that can be directly used on workflow conditions
- The users provided directly can be used in workflows and related scripts
- This workflow works on creation of TO and only for the AMVOP subsidiary.
- This workflow is designed in such a way that it begins, only after the standard “status” of the Transfer order becomes “Pending Fulfillment”.
Risks
- The Transfer order will not have a “Messages” sublist under the “Communication” subtab where we can trace the Emails sent related to the TO. This is similar to the Work order case filed as an Enhancement # 245173 .
- This workflow will follow two Transfer order two customisations.
1. The User/Employee should have the locations given in the transfer order then only will be able to see the Fulfill and Receive buttons.
2. The TO LOCATION in the Transfer order given in our conditions is of SS TANK type so the item added should not be of “Crude oil” type (Material type field in item record). - Need to test the entire workflow again as we made a single workflow in the TO for AMVOP-110 and AMVOP-111
Requirement
AMVOP-111
Transfer order/QC Approval. For oil bulk items when full & partially fulfilling & receiving.
Updates:
The users for the Submit for Approval button and receive email are: 1003 Radi Ahmed Hussain & 1005 Muhammed Rashad Jabas.
Add the list of To locations provided
Our Solution
- Modify the workflow created in Transfer Order record which undergoes AMVOP QC Manager Approval before both IF and IR creation, only after the TO is Approved(Document status) and satisfies the location conditions.
- For AMVOP subsidiary, the “Submit for QC Approval” button will appear for both users 1003 Radi Ahmed Hussain & 1005 Muhammed Rashad Jabas. and on pressing the button Pending Approval will be set in the custom field “QC Approval Status”.
- The Approval request notification email will be sent to a single user with a Role AMVOP QC Manager = 1026 Ahmed Hamadah Alssaei. This user/Administrator role user can approve the TO for IF creation by clicking the custom “Approve for IF” button.
- Once approved, the “QC Approval Status” field becomes “Approved” and the “QC IR Approval Status” field sets “Pending Approval” Value. Once approved, approver and all other users whoever can view the Fulfill button can create the Item Fulfillment for that TO. The Approval request notification email will be sent to a single user with a Role “AMVOP QC Manager”.
- The user = 1026 Ahmed Hamadah Alssaei /Administrator role user can approve the TO for IR creation by clicking the custom “QC Approve for IR” button. Once approved, “QC IR Approval Status” field becomes “Approved”; all users whoever can view the Receive button can create the IR for that TO.
- Upon creation of a partial IF for that corresponding TO, then workflow again reset the “QC Approval Status” and for partial IR creation “QC IR Approval Status” and repeat the approval steps again to accomplish the QC approval for the remaining Items.On each edit and delete of created IF and IR also“QC Approval Status” and “QC IR Approval Status” resets.
- Included rejection note on the Reject action
- Emails are sent to 1003 Radi Ahmed Hussain or 1005 Muhammed Rashad Jabas based on who submits for approval on rejection and once TO approved by QC
Assumptions
- The workflow is required on the Transfer Order for restricting the Fulfilment creation unless it is approved by QC for the Locations
- From Location and To location list will be provided by AMVOP and that can be directly used on workflow conditions
- The users provided directly can be used in workflows and related scripts
- This workflow works on creation of TO and only for the AMVOP subsidiary.
- This workflow is designed in such a way that it begins, only after the standard “status” of the Transfer order becomes “Pending Fulfillment”.
Risks
- The Transfer order will not have a “Messages” sublist under the “Communication” subtab where we can trace the Emails sent related to the TO. This is similar to the Work order case filed as an Enhancement # 245173 .
- This workflow will follow two Transfer order two customisations.
1. The User/Employee should have the locations given in the transfer order then only will be able to see the Fulfill and Receive buttons.
2. The TO LOCATION in the Transfer order given in our conditions is of SS TANK type so the item added should not be of “Crude oil” type (Material type field in item record). - Need to test the entire workflow again as we made a single workflow in the TO for AMVOP-110 and AMVOP-111
Requirement
AMVOP-112
Items received from suppliers/QC Approvals. For full & partial received POs we need to have QC check before we receive each supplier order
Updates:
Only the below four roles must see the Receive button when the Material Specification is Raw Material, Consumables & Spare Parts.
- AMVOP Storekeeper, user: Ahmed Mosad
- AMVOP Store & Warehouse Manager, user: 3050 Jamaan Abdullah Alzahrani
- AMMP Storekeeper, user: Waseem Ahmed
- AMMP store & Warehouse Manager, user: 3050 Jamaan Abdullah Alzahrani
Also The QC approval will run only if the Material Specification is: Raw Material, Consumables & Spare Parts.
Our Solution
- Modify the workflow created in the Purchase Order record which undergoes a QC Approval once the PO is Approved (Document status) and for AMMP and AMVOP subsidiary only. Also the QC approval will run only if the Material Specification is: Raw Material, Consumables & Spare Parts.
- Initially, the workflow will set a value to Pending Approval in the custom “QC IR Approval Status” field on pressing the “Submit For QC Approval” button.
- The Approval request notification email will be sent to a single user 1026 Ahmed Hamadah Alssaei. That user/Administrator role user can approve the PO by clicking the custom “Approve” button.
- Once approved, Only the below four roles must see the Receive button when the Material Specification is Raw Material, Consumables & Spare Parts.
- AMVOP Storekeeper, user: Ahmed Mosad
- AMVOP Store & Warehouse Manager, user: 3050 Jamaan Abdullah Alzahrani
- AMMP Storekeeper, user: Waseem Ahmed
- AMMP store & Warehouse Manager, user: 3050 Jamaan Abdullah Alzahrani
- Only these users can create the Item Receipt for that PO.
- The approval workflow will restrict the creation of Item Receipt if the custom “QC IR Approval Status” is not in the “Approved” status.
- Upon creation of a partial IR for that corresponding PO, then workflow again reset the “QC IR Approval Status” and repeat the approval steps again to accomplish the QC approval for the remaining Items.
- Included rejection note on the Reject action
- Emails are sent to the PO creator on rejection and once PO approved by QC
- This workflow works on Item receipt creation, edit and delete contexts. On each action, it checks in the related PO whether any items are remaining to be received and resets the PO custom “QC IR Approval Status” field.
Assumptions
- The workflow initiation will be on PO creation and for AMMP and AMVOP subsidiary.
- QC Approval initiates after PO Document status is Approved.
Risks
- This workflow will follow the customisations in Purchase order.
1. The User/Employee should have the locations given in the transfer order then only will be able to see the Fulfill and Receive buttons.
Requirement
AMVOP-113
The Sales & Marketing role should approve the order before fulfilling to customer (Full or Partial) then QC approval (Full or Partial).
Updates:
The roles that the “Submit for Approval” button should appear to for the QC approval are: AMVOP Warehouseman (1052 Ahmed Mustafa Alkashif), and AMVOP Store & Warehouse Manager (3050 Jamaan Abdullah Alzahrani).
Only the following roles can see the fulfil button:
- AMVOP Warehouseman, user: 1052 Ahmed Mustafa Alkashif
- AMVOP Store & Warehouse Manager, user: 3050 Jamaan Abdullah Alzahrani
Also, once the SO is approved and before the Submit for Approval, please view the “Create Deposit” button and other related accounting buttons.
Our Solution
- Modify the workflow created in the Sales Order record that undergoes a 2 level Approval after the SO is Approved(Document status) restricting the creation of Item fulfillment (Fully/Partially).
- For AMVOP subsidiary, the “Submit for Approval” button will appear for AMVOP Warehouseman (email to :1052 Ahmed Mustafa Alkashif), and AMVOP Store & Warehouse Manager (email to: 3050 Jamaan Abdullah Alzahrani).
- and upon clicking the button, “Pending Approval” will be set in the custom field “Sales Approval Status”.
- AMVOP Sales & Marketing Manager role user (approver) = Ahmed Alalami /Administrator role user can approve the SO by clicking the custom “Sales Approve” button. Once approved, the “Sales Approval Status” field becomes “Approved” and the “QC Approval Status” field sets “Pending Approval” Value.
- The Approval request notification email will be sent to a single user with a Role “AMVOP QC Manager” = 1026 Ahmed Hamadah Alssaei. That approver user/Administrator role user can approve the SO by clicking the custom “QC Approve” button.
- Once approved, “QC Approval Status” field becomes “Approved”; Only the users below can see the fulfill button to create the IF for that SO.
- AMVOP Warehouseman, user: 1052 Ahmed Mustafa Alkashif
- AMVOP Store & Warehouse Manager, user: 3050 Jamaan Abdullah Alzahrani
- The approval workflow will not allow the creation of IF unless the custom “QC Approval Status” is “Approved”.
- Upon creation of a partial IF or editing and deleting the IF, for that corresponding SO, then workflow will again reset the “Sales Approval Status” and “QC Approval Status” and repeat the two leveled approval steps again to accomplish the QC approval for the remaining Items.
- Included rejection note on the Reject action
- Emails are sent to the PO creator on rejection and once PO approved by QC
- Also, once the SO is approved and before the Submit for Approval, please view the “Create Deposit” button and other related accounting buttons.
Assumptions
- The workflow initiation will be on SO creation and for AMVOP subsidiary.
- This workflow is designed in such a way that it begins, only after standard status of the sales order becomes “Approved”.
Risks
This workflow will follow the customisations in Purchase order.
1. The User/Employee should have the locations given in the transfer order then only will be able to see the Fulfill and Receive buttons.