Setting Workflows on Masters
Introduction
Workflows are usually set on submittable documents. Once the document is approved, it gets automatically submitted as per the workflow set. However, sometimes, businesses do have use cases where there is a need for approval of masters such as Items, Item Price, Pricing Rule, etc.
In iVendNext, these masters are non-submittable. Hence, even on rejection, sometimes, they are still active and you can use them in transactions. In this article, we have taken the example of the Item master.
Steps to create a Workflow
We will set a simple workflow on Item and make it active only when it has been approved. To do so, follow the below steps:
Make sure the master on which you are going to set the workflow has an Enable/Disable checkbox. If this is not present by default, you need to create one via Customize Form and set the default value as follows:
0 if checkbox is "Disable"
1 if checkbox is "Enable"
In our case, the Item master has a checkbox called "Disabled". We have set the default value as 1 in the Customize Form of the Item DocType as shown below.
This means that every time a new Item is created, it will be disabled by default, unless approved (as seen in the screenshot below).
Next, set the Workflow.
In the States table, on approval, make sure to update the "Disabled" (or Enabled) checkbox to 0 (or 1 in case of enabled) as shown below.
This will ensure that whenever the Item is approved, the Item will automatically be enabled and you will be able to use it in transactions.
Related Topics
Related Articles
Freeze Exchange Rate
Introduction In iVendNext, you can fetch Exchange Rates between currencies in real-time, or save specific exchange rates as well. In iVendNext, saved exchange rates are also referred to as Stale Exchange Rate. In your sales and purchase transactions, ...Accounting Period
Introduction An Accounting Period defines a time period in which financial statements are recorded. In iVendNext, Accounting Period is a timeframe outside which selected submittable transactions (like Sales/Purchase Invoice, Stock Entry, Payroll ...Chart of Accounts
Introduction The Chart of Accounts is the blueprint of the accounts in your organization. The overall structure of your Chart of Accounts is based on a system of double entry accounting that has become a standard all over the world to quantify how a ...List of iVendNext POS Commands
Introduction To iVendNext POS Commands POS Commands refer to specific instructions or operations that can be executed within the POS software to perform various tasks. These commands are typically configured and managed in the POS system's back ...Disable Rounded Total
Introduction All the sales transactions like Sales Order, Sales Invoice have Rounded Total in it. It is calculated based on the value of Grand Total. Moreover, Rounded Total is also visible in the Standard Print Formats. Note: The Rounded Total is a ...