Create the frevvo_finance role

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

Test the Finance Role

1. Click the Image AddedSave and Test icon. The  test mode will launch.
2. Fill in the required fields.
3. Upload an attachment (optional).
4. Click on the Authorized Signature field and sign.
5. Click Send to Manager
6. Check "Yes" to approve the PO in the Manager Approval section,
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 Image Added cancel icon to exit the flow designer
10. Log out of .
    Check your email and click the link in the notification email.
11. Login as the finance user sue@<your tenant>. Her task list will display.
12. Click the Image Added Perform icon to complete the Finance step of the workflow
13. Enter a Reference Number and any optional comments
14. Click the Edit this section button to sign
15. Click Process and Finish PO. You will see "Purchase Order Number <order number> is complete. A copy has been emailed to <email address> for your records."
16. Check your email to view the PDF for the completed PO.

Create the Finance role