Compiere ERP workflow model is very flexible and provides you the option to set up automated workflow rules based on your business needs. The Compiere ERP system comply with the business process management standards from the Workflow Management Coalition and Object Management Group.
Compiere ERP has 3 types of workflows:
1) General Workflow
For giving step-by-step instructions to guide you in achieving a task.
Ex: Setting up Wizards or Daily / Weekly processes. A user starts them from the menu.
2) Document Process Workflow
This workflow is useful when processing any document and to manage approvals.
Ex: Special approval for orders exceeding the mentioned amount.
3) Document Value Workflow
This workflow will be triggered automatically when an entity satisfies a defined condition.
Ex: Start credit approval for a new Business Partner.
Workflow Components in Compiere ERP
Nodes and Transitions
A Compiere ERP Workflow is comprised of one or more Nodes (Known as “Steps”). Each Node can have the following Actions:
- Automatic Process – Any Process, Report, Task, Workflow, Document Action,
- User Action – Any Window, Form – User needs to confirm Completion
- Set Variable – Any Column to Constant or Variable
- User Choice – Any Choice (e.g., approval), List selection
- Wait (Sleep) – can also be used for Start/End/etc.
Optionally, you can have conditions in between the node transitions. Also, you can add many transitions and each can be processed in sequential or in parallel.
Approvals
Compiere ERP enable you to set up a workflow-specific approval hierarchy or use the default organization hierarchy defined in the system.
The entity in charge for a workflow can be an individual, a group, or an organization. Any individuals can take care of any nodes/steps in a workflow.
Priority, Escalation and Alerts
Compiere ERP comes with dynamic priority management, which enables you in using the workflow engine for call center routing and provide customer support on priority basis.
You can set up rules for escalation (Ex: inactive workflow) and send notifications to the corresponding workflow in charge and/or to the supervisor.
Compiere’s core transaction management system is the Compiere ERP Workflow Engine. All processes of Compiere ERP are workflow enabled automatically and can be scaled and changed easily.
Use automated workflow rules in Compiere ERP to satisfy your business needs!
