Today I wanted to talk a bit about Exact Synergy Enterprise and workflow.
There are a lot of ways that workflow can be used in a company, but not with specific company logic.
In the next release of Exact Configurator we have enabled this, so that company logic can be incorporated into the workflow.
This can only be done by experts on the database, since you’ll need to have a knowledge of both SQL and the exact database.
What we have done is enable validation of the request at any step defined in the request, but also allocation of resources that can perform the next step in a request depending on business logic. I will explain with a small example.
Let’s take the vacation request, something which is done in every company. Standard we have a validation on fields in there, like start date can not be after the end date and things like that. But for a lot of companies there are rules out there that say, you can only take 3 weeks of vacation in a row, while in another company that is 2 weeks.
This kind of logic you can now incorporate into your configuration. We have created a tab called validation in the request definition. In there the consultant/expert can define business logic rules.
Note that eventhough our customers can see the rules once they have been deployed, they can’t create rules themselves. The reason for this is quite logical, if you define a query wrongly it can greatly affect the performance of your software, so let’s leave it to the experts!
Defining a rule is done through an intermediate screen and can be defined per step:
Once you have create the rule per step, it will appear in the overview screen.
This overview screen will also be seen by your end customer, except that the button new is not available for him. Your customer will be able to add rules (the rules that are inactive) and remove rules from a request type (this will make a rule inactive). Actual deletion of a rule can only be done by a consultant in his development environment.
The second option we have added is people allocation. Similar to the way validation rules are created also allocation rules are created.
Now, why would there be a need for people allocation combined with business logic, since you can already add a role to a request per step?
A good example for this would be the expense claim. Different rules apply in each company. Of course there is validation, which you can handle with the above mentioned explanation on validation rules, but there’s also an approval stage with rules applied to expense claims. For example an expense claim with an amount lower than 100 euros can be approved by the manager, but once the amount gets higher, usually specific finance people look at this. Or project specific declaration may need to be approved by a project manager.
These kinds of approvals you can arrange with our allocation rules. You can also have the request appear in multiple peoples workflow, simply by stating in your SQL statement that the resource is A OR B OR C.
With this software I think the expert has another strong tool to align the customers Exact Synergy Enteprise environment more and more with his business logic.
Should you have any questions about this solution, do not hesitate to contact me at firstname.lastname@example.org or add comments to this post.