| 1. | On the batch workflow record, click Add on the action bar of the Define status values used with the workflow grid. The Add a batch workflow status screen appears. |
Note: You can also access the Add a batch workflow status screen within the From status and To status fields on the Edit batch workflow steps screen.
| 2. | On the General tab, enter a unique name to help identify the batch workflow status. |
| 3. | Select how to handle a batch in this status and whether this is the first status in the workflow. |
| • | To designate this as the first status in the workflow, select This is the initial status for the workflow. You can select this option for only one status in the workflow. When an existing status in the workflow is currently specified as the initial status, the program automatically deselects This is the initial status for the workflow for that status. |
Note: To use a workflow on a batch template, the workflow must include one status where This is the initial status for the workflow is selected.
| • | In this status, to enable users to edit a batch, select Allow batch to be edited in this status. When you select this option, users can edit the data entry of the batch. |
| • | In this status, to enable users to commit the records of a batch to the database, select Allow batch to be committed when in this status. Depending on the workflow, you can enable a batch to be committed from multiple statuses. If you select this option, Only allow commit when projected totals match batch totals is enabled. Select this option to ensure projected totals and batch totals match before committing the batch. |
| • | In the Days allowed before batch is overdue field, enter the number of days the batch can be in this status before it is considered overdue. The maximum number of days you can enter is 255. When you set this field to be greater than zero for a workflow status, an exclamation point appears in the Batch number column for any batches on the Uncommitted Batches tab that have been in the status longer than the specified number of days. To specify no time limit on the workflow status, leave the default setting of “0.” |
| 4. | Select the Permissions tab. On this tab, you specify roles that have access to batches in this status. |
| 5. | The System roles box displays all roles that have access to batches in this status. For each system role, specify access rights as necessary. |
| • | To enable users in a specific system role to access batches in this status, select the role in the System roles box and click Grant on the action bar. A green checkmark appears next to the system role you selected. |
| • | To prevent users in a specific system role from accessing batches in this status, select the role in the System roles box and click Deny on the action bar. A lock icon appears next to the system role you selected. When a user is associated with multiple system roles and one of those roles is denied access rights to a batch in this status, the user cannot access the batch even when another of the user's system roles is granted rights. |
| • | To neither grant nor deny a system role access rights to a batch in this status, select the role in the System roles box and click Clear on the action bar. When left clear, and the user does not have system administrator rights, the user cannot access the batch in this status. |
| • | To remove all granted and denied statuses assigned to the system roles, click Clear all on the action bar. |
| 6. | Click Save. You return to the batch workflow record. The new workflow status appears in the Step 1: Define status values used with the workflow grid. |