JustFood Workflow Templates

JustFood includes workflow templates, which connect business-process tasks that are performed by different users. For more information on workflows, see JustFood Workflows.

The following table includes information about the workflow templates that are delivered with JustFood.

Template Description
Customer Approval with Unblock

When the approvers are set up, and the workflow is enabled, the Customer Approval with Unblock workflow will perform the following when an approval is requested:

  • Send an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, the record is unblocked.

  • If the request is rejected, the record remains blocked. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification, and the record remains blocked.

  • If the request is delegated, the delegated approver receives an approval notification.

Note: For a customer to be blocked until approved, on the Sales & Receivables Setup page, the Block Customer on Insert field must have a value.

For more information, see Approval Workflows.
Finished QA Approval

The Finished QA workflow will perform the following when an approval is requested:

  • Send an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, an approval entry is created.

  • If the request is rejected, the approval request is cancelled. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification.

  • If the request is delegated, the delegated approver receives an approval notification.

Note: Finished quality audits are not blocked during the approval process.

For more information, see Approval Workflows.
Item Approval with Unblock

When the approvers are set up, and the workflow is enabled, the Item Approval with Unblock workflow will perform the following when an approval is requested:

  • Sends an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, the record is unblocked.

  • If the request is rejected, the record remains blocked. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification, and the record remains blocked.

  • If the request is delegated, the delegated approver receives an approval notification.

Note: For an item to be blocked until approved, on the Inventory Setup page, Block Item on Insert must be turned on.

For more information, see Approval Workflows.
Job Approval

When the Job Approval workflow is enabled, users will not be able to release jobs until the approval process is complete.

The Job Approval workflow will perform the following when an approval is requested:

  • Sends an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, the record can be released.

  • If the request is rejected, the record is blocked from being released. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification, and the record remains blocked from being released.

  • If the request is delegated, the delegated approver receives an approval notification.

For more information, see Approval Workflows.
Production BOM Approval

When the Prod. BOM Approval workflow is enabled, users will not be able to certify production BOMs until the approval process is complete.

The Prod. BOM Approval workflow will perform the following when an approval is requested:

  • Send an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, the record can be certified.

  • If the request is rejected, the record is blocked from being certified. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification, and the record remains blocked from being certified.

  • If the request is delegated, the delegated approver receives an approval notification.

For more information, see Approval Workflows.
Production BOM Version Approval

When the Prod. BOM Version Approval workflow is enabled, until the approval process is complete, users will not be able to certify production BOM versions.

The Prod. BOM Version Approval workflow will perform the following when an approval is requested:

  • Sends an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, the record can be certified.

  • If the request is rejected, the record is blocked from being certified. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification, and the record remains blocked from being certified.

  • If the request is delegated, the delegated approver receives an approval notification.

For more information, see Approval Workflows.
Vendor Approval with Unblock

When the approvers are set up, and the workflow is enabled, the Vendor Approval with Unblock workflow will perform the following when an approval is requested:

  • Sends an approval notification to the one or more approvers.

  • If the request has multiple approvers, when the first person approves the request, an approval notification is sent to the next approver.

  • When the final or only approver approves the request, the record is unblocked.

  • If the request is rejected, the record remains blocked. Note: The requester does not receive a notification that the request was rejected. To see the status of the request, the requester must look at the Approval Request Entries page.

  • If the request is cancelled, the approver receives a notification, and the record remains blocked.

  • If the request is delegated, the delegated approver receives an approval notification.

Note: For a vendor to be blocked until approved, on the Purchases & Payables Setup page, the Block Vendor on Insert field must have a value.

For more information, see Approval Workflows.

See Also

JustFood Workflows