This section describes how to configure the Workflow functionality.

Overview
Describes a workflow, and how workflows can be used to model business processes.

Configuring UI Options
Describes how to configure the appearance of the Workflow screen.

Creating a Workflow
Describes how to create a workflow, including how to create shipment types, pre- and postrequisite tasks, checks, and breakpoints.

Case Study
Documents the creation of a workflow to match a sample business process.

A workflow is a set of tasks that is associated with a transaction. Workflows mirror business processes within a company. Workflows Mirror Business Processes illustrates some typical business processes involving quote, order, shipment, and load transactions.

As an administrator, you can create workflows to match your company business processes, and associate them with relevant transaction types. You can then ensure that users adhere to these workflows by limiting user access to tasks, making certain tasks pre- and postrequisites of other tasks, and adding checks and breakpoints.

This chapter describes how to:

It outlines how rulebooks and shipment types can determine the workflow associated with a particular transaction. It also explains how to create pre- and postrequisite tasks, and how to insert checks and breakpoints into a workflow.