7 Workflow

This feature enables the user to implement a workflow that should be followed for approval of a deal.

Follow these steps to create a Workflow:

1. In the Deal Pricing Page, select the definition of which scenario you want to submit.
2. Open the report from Recommended Price Section present under the Deal Page.
3. In the Report Page, select the scenario from the scenario drop-down.
4. Click Submit, present at the bottom of the Report Page.
5. Close the report.
6. Navigate to Common Tasks and select Inbox to see all the submitted scenarios.
7. Open the scenario that you want to either approve or reject.
8. Click Approve or Reject.

   If rejected, enter the comments in the comments box.

9. In the System Configuration and Identity Management tab, click Workflow and Process Orchestration.
10. Select the Process ID and click Workflow Monitor.

    A window is displayed.

11. Select any of the object instances related to the submitted scenario ID from the drop-down list.
12. Click Refresh Workflow to display the workflow.

Figure 7-1 Workflow

To edit a Workflow: In the Workflow and Process Orchestration page, click Edit to modify the workflow.

To delete a Workflow: In the Workflow and Process Orchestration page, click Delete to delete the workflow.