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Module Setup

Definition

The functions and processes of Flow Path can be manually turned on and off. The module is deactivated with the general setup via the Configuration Wizard.

In the module settings, the product can be activated. Additionally, the block functions for critical entries can be configured here. To create Flow Path entries from a catalog or a template more than once, the Create Entry Again function can be activated in the module setup.

Activating Flow Path

The Flow Path module is deactivated by default after the initial steps. To activate the module, you need to switch to edit mode and click the Active button.

Follow these steps to activate Flow Path:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the Module Setup via Setup.
  3. Navigate to the General section.
  4. Activate the slider at Active.

Block Function

The block function prevents critical or incomplete entries from being processed further. Through the available options, actions such as booking, releasing, printing, as well as creating orders, invoices, or duplicate entries can be specifically blocked.

Follow these steps to set up a blocker:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the Module Setup via Setup.
  3. Navigate to the General section.
  4. Select which process should be blocked when a critical entry exists and the requirements are not met.

Additionally, the formula for calculating the Due Date can be entered here.

Formula for Due Date

If a Flow Path Entry has a due date, the Formula for Due Date can be set to determine how many days before the due date the entry is marked as Due Soon.

Follow these steps to set up a formula for a due date:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the Module Setup via Setup.
  3. Navigate to the Other section.
  4. Enter a date formula in the Due Date Formula field.

Example

2D = 2 days | 7D = 7 days

Formula for Archiving Date

The Formula for Archiving Date function can be manually set for the period you desire. Here you can specify which entries you want to see and which should be archived.

Follow these steps to set up a formula for the archiving date:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the Module Setup via Setup.
  3. Navigate to the Other section.
  4. Enter a date formula in the Archiving Formula field.

Example

-2W = 2 weeks back | -1M = 1 month back

See also