This is the last step in the workflow. Once on the End step the record is viewable only in the business process log.
To view a record on the End step
- Go to your project. Ensure that you are in the User mode.
- Expand the Financial Transactions node and expand the Purchase Orders node.
- Select Invoices. The Invoices log opens.
- Open the record. From the End step you can:
- Enter the Check No.
- Select the Check Processed Date using the calendar icon or manually in dd/mm/yyyy format.
- Select the Check Date using the calendar icon or manually in dd/mm/yyyy format.
- Click Save to retain check information in the form.
- In Task Details you can see the record status and the text "Record has been closed."
- Click the "Click here" link. The Workflow Progress window opens. This is where you can trace the record's progress through the workflow.
- Click View Graphic to see an image of the workflow.
- Click SOV to see the schedule of values.