If you do not see the Finance or frevvo_finance Finance role in the Role list, follow the steps to Create the frevvo_finance Finance rolebefore testing. If you are ready to test, go directly to the Test the Finance Role instructions.
Create the frevvo_finance role
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Test the Finance Role
- Click the Save and Test icon. The test mode will launch.
- Fill in the required fields.
- Upload an attachment if you like(optional).
- Click on the Authorized Signature field and sign.
- Click Send to Manager
- Check "Yes" to approve the PO in the Manager Approval section,
- 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."
- Close the Test window.
- Click the cancel icon to exit the flow designer
- Log out of .
Check your email and click the link in the notification email. - Login as the finance user f_sue sue@<your tenant>. Her task list will display.
- Click the Perform icon to complete the Finance step of the workflow
- Enter a Reference Number and any optional comments
- Click the Edit this section button to sign
- Click Process and Finish PO. You will see "Purchase Order Number 38463 <order number> is complete. A copy has been emailed to <email address> for your records."
- Check the your email account for your designer user to view the PDF for the completed PO.
Create the Finance role
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