Beruflich Dokumente
Kultur Dokumente
Account Generator
Workflow
Customization Example
RELEASE 11
October 1998
Contents
Made sure your access level is set to 100 or higher in the Workflow
Builder, by choosing About Oracle Workflow Builder from the Help
menu.
Oracle Purchasing
In this example, you will use the Standard workflow function activity
Compare Number in place of Requisition ProjectRelated?. You will
use Compare Number to see if the Project ID on a document is null, to
determine whether the Build Project Related Account process builds
the account or the default expense account does.
You will also modify the Build Project Related Account process. In this
process, you will use the same Accounting Flexfield structure as is used
by the Generate Default Charge Account process, but assign different
values to the segments.
In this example, assume that your Generate Default Charge Account
process assigns the following Charge Account values to the following
Charge Account segments:
Charge Account
Services Company
00
Services Department
001
Services Account
2210
Services Product
001
You will use the Build Project Related Account process to assign the
following, different values to these same segments, for those
documents that are projectrelated:
Charge Account
Services Company
01
Services Department
110
Services Account
5500
Services Product
000
Oracle Purchasing
Step 2
2.
Oracle Purchasing
For example:
cp poxwfrag.wft
/my_directory/my_backups/poxwfrag.wft/
Through the Workflow Builder:
1.
2.
Select the workflow in the Navigator and choose Save As from the
File menu.
3.
Step 3
Step 4
2.
Oracle Purchasing
3.
4.
5.
10
1.
2.
3.
Oracle Purchasing
11
4.
5.
The Test Value is the value you want to checkin this case, the
item attribute Project ID. The Reference Value is what youre
comparing against. In this example, since youre simply checking if
12
Oracle Purchasing
the Project ID on the document is null, you dont use the Reference
Value. However, since Compare Number expects a Reference
Value, enter 0.
6.
Choose OK.
7.
2.
3.
13
When you let go of the mouse button, choose Null from the results
menu that appears.
For more information about Standard workflow activities like Compare
Number, see the Oracle Workflow Guide.
Step 6
14
Oracle Purchasing
2.
Repeat this until you have a total of four Assign Value to Segment
function activities in the process diagram, like this:
15
16
3.
4.
5.
Arrange the four new function activities between them, like this:
Oracle Purchasing
6.
7.
Repeat this for each function activity, until all of the function
activities are connected like this:
8.
Services Company
01
Services Department
110
Services Account
5500
Services Product
000
17
18
Oracle Purchasing
Choose OK.
19
20
Oracle Purchasing
21
Step 9
22
Oracle Purchasing
The steps below describe one testing scenario. Be sure to test that
your customizations work for all applicable scenarios in your business.
Prerequisite: Make sure the profile option Account Generator: Purge
Runtime Data is set to No in Purchasing. Setting this profile option to
Yes purges data before you get a chance to view it in the Workflow
Monitor.
1.
Save your changes to a flat file, and then load the flat file to your
test database.
For more information, see the Oracle Workflow Guide.
Step 10
2.
3.
Save the requisition and see if the appropriate charge account, with
the projectrelated segments, is generated.
4.
5.
"
2.
3.
4.
23
The item key appears in the Value field. Use this item key when
you are prompted by the Workflow Monitor to enter the item key.
24
Oracle Purchasing