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To facilitate the effectiveness of the new WIP process a couple of tasks were performed on the database.

None of the updates have updated any transactions that have had invoices raised against them. This will be tackled in the next phase of updates when revenue processes are reviewed.

1) Database Tool - Click here to expand...

The DB Tool "Complete Applications based on Completion Due Date was run". This goes through all deals that had been settled and if there Completion Due date has been met marks them as Complete. Prior to running the tool the number of applications Awaiting Completion was

After the tool was run this number had been reduced significantly

2) Workflow adjustment script - Click here to expand...

A script was run on the TFS database to tidy up old transactions. The script has performed operations only on those applications whose highest workflow date was prior to 01/07/2017 and The script has performed the following alterations;

Set a withdrawn date of 1/1/1900.
When this is set the Stage becomes Withdrawn and the status becomes Cancelled.

This removes it from the WIP. Below are examples of how updates were performed based on each of the stages that the script has updated.

Applications at Application Stage (Client Financials)

After the script has been run the transaction appears as follows;

Applications at the Awaiting Approval Stage

After the script has been run the transaction appears as follows;

Applications At Vendor Invoice Stage

After the script has been run the transaction appears as follows;

Apps at Docs Completion Stage

After the script has been run the transaction appears as follows;

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