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TFS User Guide Table
TFS User Guide Table
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The Application Work Flow screen is used to manage the stages of the finance application work flow process. It is used to enter the dates when certain processes take place.


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titleOpening the Application Work Flow Screen - Click here to expand...
  • From the Application menu, select Work Flow.
  • From the sidebar, select Application then Work Flow.

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IMPORTANT CONCEPTS

  • This screen will be different depending on the type of goods.
  • Entering the Received dates will trigger stages of the application.
  • Entering an Approval Withdrawn or Approval Declined date will finalise the application with a status of Cancelled.
  • The Vendor/Supplier Invoice dates are locked when the application contains more than one good that are from different vendors and suppliers. In this case, the Ordered and Received dates will need to be entered on the Goods Details screen.
  • The Settlement Due / Actual dates are the dates when the loans have been approved, and it begins.
  • The Completion Due / Actual dates is when the date when the term of the loan is complete.
  • Entering the Settlement Actual date will automatically enter the Completion Due date. This date is based on the Settlement Actual date plus the term of the loan (e.g., 1/1/2009 + 12 months will equal 1/1/2010).
  • Security preferences can be enabled to prevent users from entering a future date in the Settlement Actual field.