E1: WRKFLW: How to Set Up a Hierarchical Distribution List with Threshold Values for Workflow (Example: CREDLIMIT) (Doc ID 3050389.1)

Last updated on OCTOBER 01, 2024

Applies to:

Goal

How to set up a Hierarchical Distribution List for the Credit Limit change workflow in Accounts Receivable (A/R - P03013) accessed from Work With Addresses application P01012, Row Exit - A/R.

The following example is a Distribution List with threshold values used for Hierarchical Processing. How to set this distribution list in EnterpriseOne?

Example: A Distribution List Used for Hierarchical Processing

In this example, each member of the distribution list has only one direct parent. A message with a value of 35,000 that is sent by 7102 (Clerk #2) is first sent to 7201 (the manager of Clerk #1). If this manager approves the message, then 7301 (Director #1) receives the message. After 7301 approves it, the task is then complete because the parent of 7301, which is 7402 (Vice President #2) has a threshold value of 40,000, which is greater than the value of the message, which is 35,000.

Note that if any parent within this structure rejects the message, the task completes.

Solution

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