If you do not see the Finance or frevvo_Finance role in the Role list, follow the steps to Create the Finance role before testing. If you are ready to test, go directly to the Test the Finance Role instructions.

1. Click the

   Open

   

   Save 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 

   Open

   

    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

    Open

    

     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.