Create the frevvo_finance role

If you do not see the frevvo_finance role in the Role list, follow these the steps to install the necessary users and roles to complete the Guided Tour. Create the frevvo_finance role. If you are ready to test, go directly to the Test the Finance Role instructions.

Create the frevvo_finance role

Test the Finance Role

1. Click the Save and Test icon. The  test mode will launch.
2. Fill in the required fields.
3. Upload an attachment if you like.
4. Click on the Authorized Signature field and sign.
5. Click Send to Manager
6. Check "Yes" to approve the PO
7. Click Approve PO and Send to Finance. All users with the frevvo-finance role will receive a notification email that there is a task awaiting their attention. You will see this message "The PO was sent to Finance for processing. An email notification has been sent."
8. Close the Test window.
9. Click the  cancel icon to exit the flow designer
10. Log out of .
11. Check your email and click the link in the notification email.
12. Login as the finance user f_sue. Her task list will display.
13. Click the  Perform icon to complete the Finance step of the workflow
14. Enter a Reference Number and any optional comments
15. Click the Edit this section button to sign
16. Click Process and Finish PO. You will see "Purchase Order Number 38463 is complete. A copy has been emailed to <email address> for your records."
17. Check the email account for your designer user to view the PDF for the completed PO.