PCARD_APPRG

Title: P-Card Transaction Approval Workflow –

PCard\PCARD_APPRG

Overview

This workflow is designed for managing P-Card approvals at the transaction level. It triggers based on the table pc_stmt_dtl and initiates when the transaction status is "VA" and not approved.

• Trigger Object: BT20.PCStmtDetail

• Trigger Event: UPDATE

• Identity: PCARD_APPRT

Description

• It should not run simultaneously with the PCARD_APPRG model.

• After final approval, the flag is set on transactions.

• In case of rejection, the transaction status changes to "NW," potentially updated to "RJ" post a specific update.

Workflow Activities

1. Start:

   • Initial entry point of the workflow.

2. Activity A1: Approval 1

   • Person: _CREATOR

   • Description: Initial approval task.

   • Transition based on "Approval Level" and transaction status "VA."

3. Activity A2: Approval 2

   • Person: _CREATOR

   • Description: Second level approval.

   • Uses the Bt50wf.TaskApprovals process.

4. Activity A3: Update Approval Flag on Transaction

   • Person: _CREATOR

   • Description: Updates the approval flag to "Y."

5. Error Handling:

   • Catches errors within the process.

6. NotAccepted:

   • Handles rejections with detailed logging and member variable settings.

7. A24: Email Notification

   • Notifies stakeholders about the rejection.

   • Sends an email summarizing the rejected transaction.

8. A25: Set Trans Status

   • Sets the transaction status to "RJ" (Rejected).

   • Executes a C# script to update the database.

9. End:

   • Terminates the workflow process.

Transitions

• From Start to A1: Starts upon certain conditions in transaction data.

• A1 to A2: Proceeds to the second approval.

• A2 to A3: Updates the transaction post-approval.

• A24 to End: Concludes after email notification.

• Error, No Transition, and others: Manage specific workflow paths, handling errors, and no-transition scenarios.