Create the frevvo_finance role

If you do not see the Finance or frevvo_finance Finance role in the Role list, follow these the steps to install a csv file with the necessary users and roles to complete the Guided Tour. Insert excerptCreate Users/RolesCreate Users/Rolesnopaneltrue

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 Save and Test icon. The  test mode will launch.
2. Fill in the required fields.
3. Upload an attachment if you like(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  cancel icon to exit the flow designer
10. Log out of .
    Click Check your email and click the link in the notification email and login .
11. Login as the finance user f_sue sue@<your tenant>. Her task list will display.
12. Click the Image Modified 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 38463 <order number> is complete. A copy has been emailed to <email address> for your records."
16. Check the your email account for your designer user to view the PDF for the completed PO.

Create the Finance role