Overview: Work Flow Manager
Accessing the Work Flow Manager
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On the navigation bar, select the Accounting module.
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Click the Work Flow Manager icon
. The Work Flow Manager appears.
Work Flow Manager Description and Options
The Work Flow Manager (Accounting>Work Flow Manager) is used to manage bills that have been added to the database, including:
- Keyed bills
- Imported bills
- Split bills
- Virtual bills
The Work Flow Manager allows you to:
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View bills and their properties
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Approve bills
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Create current or historical bills
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Create bill batches
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View error messages associated with the EDI Processor and Virtual Bill Processor
The Work Flow Manager workspace is divided into three panes except when viewing the Channels, EDI Processor, and Virtual Bill Processor folders when it is divided into two panes:
Hierarchy Pane The hierarchy of bill folders is displayed similarly to the Windows Explorer display of folders and files. Click 
to navigate the folders. Choose WHICH folders to display by clicking the Options button from the Title bar and selecting the Folders tab.
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Unapproved Lists current unapproved bills. Problem Lists current problem bills. Time Period Lists bills entered not listed in the Unapproved, Problem, or Waiting to Export folders.
Holding for Export Lists bills available for export. This folder is displayed when the Bill Export Process option is enabled in the Work Flow Wizard. Batches Lists open batch folders. Channels Lists channels with errors when using the Virtual Channel Processor. EDI Processor Lists bills with errors when using the EDI Processor. Virtual Bill Processor Lists the bills with errors when using the Virtual Bill Processor. |
View Panes You can sort the lists by clicking a column heading. Sort the lists in reverse order by clicking the column heading once more.
Top Pane
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Bill and Batches folders - Lists bills by account, vendor, period, year, start date, end date, cost, cost per day, creation date, created by creation, and the number days in the bill period.
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Channels folder - Lists problems by device, commodity, observation type, unit, interval, and description.
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EDI Processor folder - Lists problem bills by account and kickout code.
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Virtual Bill Processor folder - Lists problem bills by account, year, period, and status.
Bottom Pane
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Bill and Batches folders - Lists the messages associated with the bill listed by severity, status, message key, and message.
