Post Lot-/Serial No. Status Change from Inventory Overview

The Lot/Serial No. Information with new Status Posting Approval Workflow workflow controls the approval requests when using the Change Status action in the Inventory Overview page. When using this action, the simplified version of the Lot-/Serial No. Administration page opens where you enter the quantity and the new status. All approval processes occur in this page, not the Inventory Overview page.

No other changes are managed with this workflow so no conditions are set in the workflow.

Lot-/Serial No. Status Change Approval from Inventory Overview

The general process for approving a lot-/serial number status change from the Inventory Overview page with an approval workflow is:

  1. Create the Lot/Serial No. Information with new Status Posting Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Inventory Overview page.
  6. Select the line with the lot-/serial number that requires the status change.
  7. On the Home menu, choose the Change Status action.
  8. In the Lot-/Serial No. Administration page, enter the:
    • quantity in the Quantity field.
    • new status in the New Status (Lot/SN) field.
  9. On the Request Approval menu, choose the Send Approval Request action.
  10. A message opens stating that the new lot/serial number information was sent for approval. If notifications are set up, the approval user(s) receives notification of the approval request as well. Choose the OK button to close the message.
  11. The approval user opens the Lot-/Serial No. Administration page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  12. The Status (Lot/SN) field is changed to the new status.

Cancel approval requests

A user can cancel an approval request in the Lot-/Serial No. Administration page by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request in the Lot-/Serial No. Administration page by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

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