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Workflow Transitions for Payments

Mon, 2011-01-31 15:42 — slind

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Overview

The Payment screen contains the collection of Contract Payments.  It includes Planned Payments, Payment Advances, and Payments already completed.  Payments have a specific workflow that enables a Drop to move from the Planned to the Approved stage.  Illustrated below is the  Payments Workflow:

The following workflow transitions are manual transitions.  Below is a table with the Manual Workflow Transitions illustrated above.  This table indicates the transition name, transition type, previous status required, and the next status of a Payment:

Transition NameTransition TypePrevious StatusNext Status
Prepare Payment (enter information)ManualNonePlanned
Complete or Make PaymentManualPlannedCompleted
Request for ApprovalManualCompletedApproval Requested
ApproveManualApproval RequestedApproved
RejectManualApproval RequestedCompleted
CancelManualPlanned, Completed, or Approval RequestedCancelled

 

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