04- Budgeting planning Workflow

-

Workflow is a visual drag and drop configuration tool. It represents the steps of a process. each step has a specific sequence and has its own characteristics. it may require a specific action and it may be assigned to specific user and or maybe execute a computation or even sub workflow and so on.

we should Build up the workflow by drag and drop the "Workflow Elements". those are the Building blocks of the workflow. we just select the element and add it to the screen and Link to element before and after. no tricks here!

Workflow in general has many components. here we should discuses the "Automatic tasks" , Approval and Review Tasks. that is related to Budgeting and our coming Tuts.

 "Automatic tasks" the system do these tasks for us. it may involve automatic calculation, automatic execution of a sub-process and so on.
to complete the Budget Automatic task configuration we have to navigate back to the Budget planning configuration form.  in the workflow form we just speak to the system the task sequence. here, we just drag and drop the Auto task where we want to execute it. then the system at this specific point look back to budget planing form to check what exactly to be done. let brief about each;
  1. Activate Associated Budget Plan,  “Activation” : this task trigger the beginning of another workflow. it is used when we have a main workflow and Sub workflow. 
  2. Budget Planning stage Allocation,  “Allocation” : this task copy the Budgetary amounts from some source to some destination. we can use it in many ways. For example , we may need to copy the actual balances of the last year to the Current initial estimates. we may need to copy the Submitted amounts by departments for the Approval Amounts by board. we can copy the initial values for each department. and so one. 
  3. Stage Transition Budget Plan,  “Transition” : this task make the transition from a stage to another. 

2. Approval Budget Plan: as the name implies, it is used for approval with Approve and Reject options. Note that all related configuration Happens in the workflow form.



3. Review Budget Plan: this task used for just review, update numbers, and forward the budget further to the next step. Configuration is completed from Workflow Form like approval.


One Important note here, in each Budget plan as it move further throughout the Budgeting process,we should find two tracking Status. First is the workflow Status and the second is the stage. 

Stages are the Business predefined Workflow steps. The workflow status is automatically Updated by the system as per the Current task. 


Comments

Post a Comment

Popular posts from this blog

08- Stage Transition Budget Plan

-
Image
Stage Transition Budget Plan  let's resolve the Workflow Form, taking the First Auto task and play with a bit.  we know that  When you use “the Stage Transition Budget Plan Automated Tasks” it automatically look back to these two Configuration form,  Stages  and  Workflow Stages .  From Workflow stages tab link the workflow with the Specific Stages. Note Here, we cannot assign any workflow to any stages. Stages should make sense in the context of the workflow. One transition Task is make the transition from stage to stage. in the System workflow Number 154 we have two stages. How many transitions we need here ? Yes, you were Right. One transition Action Item take you from the first to the second. Let us play this game again. System link the workflow 153 to 3 Stages. How many you transitions you expect here. Yes, you right again. you should Build Configuration form for Microsoft. One last time because I like that Game, bear with me.
Read more

11- Budget plan stage allocation - Part 1 - Distribution

-
Image
Budget plan stage allocation If you completed the last tutorial, you would notice that the input forms just come empty. The Activation Task Just create a new Budget Plan for each user that is all. However, if we need to push data between users, this is the work of the Third Task, “Allocation“ Remember the “Scenario and Column Tutorial”. We have learnt that the Scenario is like the main account when Columns are like sub Accounts used for Filter the values entered by users. I use Columns to classify and to collect data the right way. The ultimate values will accumulate in the Scenario. Therefore, when I move values from Stage to stage and from user to user, we should use scenarios.  Are you ready for the third knight? Are you ready for The Good, Bad and finally the Ugly ? I will take the basic defination from Microsoft official docs , because it is just perfect, https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/budgeting/budget-planning-data-
Read more

12-Budget plan stage allocation – Part 2 - Aggregation

-
Image
Budget plan stage allocation – Part 2 - Aggregation In general, The Budget Configuration is mainly between three forms. Budget Workflow, Budget planning Configuration and Budget process Configuration.  We should prepare everything in the First two and finally link them all in the third form. In the Workflow form, we just tell the system that in this specific Spot, you should run an "Auto task". Yet, "Task" Should look back at the Budget planning configuration Form. Allocation Task specifically look to Allocation Schedules and Stage allocations In Budget planning Configuration Form. Note that the allocation is attached to a specific Stage . That is why we have to align the "transition" task with the "allocation" task. We may speak to the system that he should make an allocation at the aggregation Stage. However, in the workflow, the task is not there, or it came before or after the Transition to that specific stage. Step #1 we nee
Read more