COSMO Regulatory Affairs Workflows

COSMO Regulatory Affairs includes several workflows that you create from templates. After creating the workflows, you can add approvers and conditions for pending approvals as well as determine if additional authentication is required.

The following groups of templates used with COSMO Regulatory Affairs are located in the Workflow Templates page:

  • Item
    • Block New Item Workflow
    • Item Blocked Change Approval Workflow
    • Post Item Journal Batch Approval Workflow
  • Production Order
    • Production BOM Certify Approval Workflow / Production BOM Certify Async Approval Workflow
    • Production BOM Version Certify Approval Workflow / Production BOM Version Certify Async Approval Workflow
    • Production Order Component [Insert, Modify, Delete] Approval Workflow
    • Production Order Routing Line [Insert, Modify, Delete] Approval Workflow
    • Routing Certify Approval Workflow / Routing Certify Async Approval Workflow
    • Routing Version Certify Approval Workflow / Routing Version Certify Async Approval Workflow
  • Purchases and Payables
    • Block New Vendor Workflow
    • Vendor Status Change Approval Workflow
  • Sales and Marketing
    • Block New Customer Workflow
    • Customer Status Change Approval Workflow
  • User
    • User Permission Set [Insert, Modify, Delete] Approval Workflow
    • User Modify Approval Workflow
    • User Setup Reset Password Workflow
  • Workflow
    • Workflow Header Modify Approval Workflow
    • Workflow Rule [Modify, Delete] Approval Workflow
    • Workflow Step [Insert, Changes, Delete] Approval Workflow
    • Workflow Step Argument [Insert, Modify, Delete] Approval Workflow

The following table describes the setup areas, with links to the topics that describe them.

To See
Create a workflow from a template and learn about approvers, pending approval conditions, and authentication. Create a Workflow from Template
Block an item immediately from use and require approval for unblocking the item. Block and Unblock an Item
Block a customer immediately from use and require approval for changing the Blocked field. Block and Change Blocked Status for a Customer
Block a vendor immediately from use and require approval for changing the Blocked field. Block and Change Blocked Status for a Vendor
Require approval for certifying a production BOM or production BOM version. Certify a Production BOM or Production BOM Version
Require approval for certifying a routing or routing version. Certify a Routing or Routing Version
Require approval for changing, inserting, or deleting a production order component. Change Production Order Components
Require approval for changing, inserting, or deleting a production order routing line. Change Production Order Routing Lines
Require approval to post an inventory or manufacturing journal. Post Inventory and Manufacturing Journals
Learn about using asynchronous workflows that allow users with limited licenses to approve, reject, or delegate approval requests. Asynchronous Workflows
Require approval to make changes to existing workflows. Change Workflows
Require approval to make changes to the User Card page and reset user workflow password. Change User Settings

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