09- Activate Associated Budget Plan

Activate Associated Budget Plan

You got Lucky; you work now for a big environment with multiple responsibility centers and many managerial levels and as well spread across multiple regions. The budget final approval happens in the Main quarter. However, departments should specify they estimates. Its bottom-top Budget process.

You cannot just include all workflows all in one workflow. They actually flow in parallel this is one thing and each department has his own Budget Input forms, his own Account structures and His Internal Cycle and Internal Approval process.

we build a separate Workflow for each level. Finally, link Sub workflows to the main workflow “somehow”! remember when we differentiate between the workflow and the Hierarchy. 

Let us assume "small" example, 
One Company with flat Organizational Structure, Just Top-level management of two people and “one meter long” of Sub self-contained departments. Each Department should decide on his expenses within his internal workflow approval process.

Let us brake down it into the following steps, and link each step to the System configuration;

let us go

Step #1

Build all the Workflows. Do all the Drag and drop thing. Nothing new here accept that we need to link the parent Budget to the Sub budgets. The automatic task “Activate Associated Budget Plan” make that link to us.

The Top management workflow include three transitions. As we learnt from previous tutorial, this means that we have four stages. Before the first transition, we need to execute the Sub budget plans. we add the Automatic task right before the first transition. We can change that for sure. 

 Play the Drag and drop game again for the other two departments; and to make it simple let us assume they include one review task. 

we add the task here, however the configuration related to this task is not here. You have to navigate to Budget planning configuration. 
Here we are going to link our three workflows to its stages.

Create all the stages separately and then Navigate to Budget planning workflow stages. 

Now, navigate to the Budget Process Configuration. Define a new Process, add the Budget Hierarchy. Once you select it, all responsibility center is listed for you. Assign the workflow for each. 

Define a Layout for each stage for each department. You can manipulate that as you want. 

Done with Configuration , Example comes next ---->