08- Stage Transition Budget Plan

-

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.
In the workflow 152 the Number of Stages are 4, How many Transitions we need

Now you are all setup for this concept, you are right again. We need three Transitions. 

Thank you for following along up to the end.  
the best is yet to come,

Comments

Post a Comment

Popular posts from this blog

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