Credit Memo Life Cycle Workflow - AP Automation - Workday - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

Platform
OnBase
Product
AP Automation - Workday
Release
Foundation 23.1
License
Standard
Essential
Premier

A work flow created specifically for Credit Memos can be found in the Unity Client. This work flow contains the following items:

  • Import Credit Memo Document

    • Document is placed in the CM Initial queue

  • CM Initial queue

    • Task: Create Credit Memo Workview Object

    • Document is placed in CM Post to Workday queue

  • CM Post to Workday queue

    • Task: Post Credit Memo to Workday

    • Task: Move To CM Initial Queue

    • Task: Display Credit Memo Form

    • Document is placed in either CM Awaiting Exit queue or CM Posting Error queue.

  • CM Posting Error queue

    • Task: Send Credit Memo Back to Posting

    • Task: Display Credit Memo Form

    • Task: Exit Life Cycle

  • CM Awaiting Exit

    • Task: Display Credit Memo Form

    • Task: Exit Life Cycle