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Transaction Processing and Workflow – the Basics

Transaction Processing and Workflow – the Basics. Damon Dorsey, Indiana University Kymber Horn, University of Arizona. Agenda. Transaction and Maintenance eDocs Kuali Workflow Demo. Transaction Processing. Transaction Documents Creates accounting entries

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Transaction Processing and Workflow – the Basics

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  1. Transaction Processing and Workflow – the Basics Damon Dorsey, Indiana University Kymber Horn, University of Arizona

  2. Agenda • Transaction and Maintenance eDocs • Kuali Workflow • Demo

  3. Transaction Processing • Transaction Documents • Creates accounting entries • Business rules are maintained by Parameters • Copy and Error Correction • Maintenance Documents • Updates/maintains the tables that drive the system • Shared Tabs • Document Overview, Notes/Attachments, Ad Hoc Route • Unique Tabs • Access can be restricted

  4. Workflow • Workflow is stand alone – can be used by any application that workflow has been configured to recognize • University of Connecticut – Deferred Tuition Waiver Form • SJDC – Time keeping system • Kuali Financial System • Kuali Research Administration

  5. Workflow • Approval path • Account Review • Org Review • Ad Hoc • Special Routing – Disbursement Voucher • Route Log • Initiator • Who’s approved • Pending requests - where it is • Future route - where it’s going

  6. Workflow • Approval Requests • Approve • Acknowledge • FYI • Disapprove • Special Approvals • Blanket Approval • Supervisor Approval

  7. Fiscal Officer Delegation • Primary – routes as if going to the Fiscal Officer • Secondary – retrievable by the delegate • Workgroups • Organization • System • Nested

  8. Transaction Processing and Workflow DEMO

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