Automated workflows can be configured to define a sign off process for special pricing agreements (SPAs).
Configured workflows define a sequence of workflow groups where one or all users within each group are required to approve a SPA.
This article will guide you through:
Looking for something else?
- Need to configure workflow groups for SPAs? Learn about configuring workflow groups for SPAs here.
- Looking to use approval workflow for rebate agreements? Learn about approving trading programs here.
- Looking to set up new workflows or approve SPAs? Learn more about approving SPAs here.
Creating a workflow
Channel admin users have access to create and manage workflows.
To create a workflow:
Step 1: Click on Config in the green banner at the top of the page within the Special pricing agreements app.
Step 2: Click on Workflows in the drop-down menu.
Step 3: If the Approval workflow type is currently Manual, click this toggle and click Confirm to activate automatic workflow. Note: Once a SPA is set up with an automatic workflow selected, this setting cannot be reversed.
Step 4: Click on Create workflow at the bottom of the page.
Step 5: Enter a Workflow name. This name will be displayed when selecting the workflow on the creation page for a new SPA.
Step 6: Set the Default checkbox if you would like this workflow to be initially selected for new special pricing agreements. Only one workflow can be set as the default.
Step 7: Define the workflow steps using the Add step button on the left.
For each step, define:
- Step name: The name of the workflow step that will be displayed in the workflow. E.g. “CEO Approval”.
- Number of approvals required: Select One or All from the drop-down menu. This will determine if the approval of one or all users within the selected workflow group is required for the approval process to proceed beyond this step.
- Workflow group: Select a Workflow group from the drop-down menu. Users from this group will be responsible for approving when the approval process is at this step.
Step 8: Add inclusion conditions to steps as needed. If no inclusion condition is defined, steps are always included in the workflow. An inclusion condition can exclude steps from the workflow if the defined conditions are not met.
To add inclusion conditions, click the Add condition button on the right when a step is selected, and select from the following settings:
- Condition type: Select a condition type from the drop-down list. The condition type determines the variable that is evaluated to determine whether the step is included in the workflow for a given SPA.
- Operator: Select an operator from the drop-down list. This defines how the condition variable is evaluated (greater / equal / less).
- Value: Enter a value that the condition type variable will be evaluated against for this step.
Step 9: Click Save & activate at the bottom of the page.
Once activated, the workflow will be available for selection on SPAs and can no longer be modified.
What’s next?
Need to complete the setup for your workflow? Learn how to configure workflow groups for SPAs here.
Ready to start the workflow process for a SPA? Learn how to start the SPA approval workflow here.