E1: 51/12: Is there a way to use a Workflow for Job Cost and or Fixed Asset Creation? (Doc ID 2055139.1)

Last updated on JUNE 07, 2022

Applies to:

Symptoms

P1201 /Fixed Asset
P1701/Equipment Master/Install Base

This is a request to facilitate a design of an Asset Expenditure work flow process by which distribution list, equipment class types, asset status (approval) codes are being controlled from front end (application) to add and edit workflow process applicable to F1201 and F1217 and to ship prototype Approval For Expenditure (AFE) or Joint Interest Billing (JIB) workflows as appropriate to support this industry vertical.  

Similar to the as shipped E1 CAM Work Order work flow process with default distribution list (7405 & 7384), approval types, and order types (WO and WM) this request would be applicable to fixed asset (F1201) and install base (F1217) records and status codes and associated Job Cost Business units and accounts.  

If there is a need to track asset or install base records by status, amounts, and F1201.AFE (memo) fields, new relevant work flow objects have to be added and changes made in named event rules, which is cumbersome and is considered as customization.  Therefore this request is entered as an enhancement, which if implemented, would eliminate the need for custom workflows and objects to support these industry verticals.  A (very) brief summary follows:  

Approval Process Workflow

A user defined Asset Status values, such as YY initiate normal Approval, YZ initiate expedited Approval, ZY Rejection, ZZ Approval.  A reason code for the status move.   Upon Approval, update Budget, Insurance Amount, Account sub ledger field (active/Inactive), Asset Status, and add or update project master using smart field (like PMPN number)  

Approval Route Setup and Management

Create Routes by Address, BU, Dollar Amounts, and project master types. Approval levels, multiple approvers by level, all or some approval required at each level.  

Approval Escalation Workflow

Approval Requests and escalation notification to be made by outlook calendar like requests.  Notifications that are not responded to will automatically send reminders or by-pass the unresponsive approver.

Cause

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