Purpose 

The procedure of Budgetary Contingency Release - PCO aims at controlling the requests of contingencies from a workflow through Fluig.

Requirements

Configure the following parameter:

Premises

• To have Fluig environment connected to Protheus 
• To have registered user

Benefits

Enables the approval process of actions run in the Budgetary Contingency Release - PCO is execute in a simpler and faster way, and it can be executed directly on Fluig interface, together with other daily processes in an integrated manner.

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Process Activities

Activity: Request Budgetary Contingency 

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Instruction: When reaching the block point, you will know the reason of the block. You can request a contingency for the approver. 

Activity: Send Workflow via Fluig

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Instruction: Accessing Fluig with contingency approver login generating a new task for it. 

Activity: Approved and Rejected via Fluig

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Instruction: Access the blocked process and edit the status, indicating the approval and rejection.

Activity: Register Approval/Rejection

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Instruction: Save the contingency release to send return to Protheus.

Activity: Return Approval/Rejection

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Instruction: Access Protheus to check the Budgetary Contingency Release status. With contingency released, the request move is run.

How to use

Starting the Process by Protheus

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Moving and Querying the Process by Fluig

Finishing the Process by Protheus

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Deck of Cards
id Finishing process
Card default true id 01 label Step 1 Accessing again Protheus in Maintenance of Budgetary Contingency, you can see if the entry was approved or rejected. Card default true id 02 label Step 2 From the released contingency, you can add the bill with apportion of the approved budget. Card default true id 03 label Step 3 In the module Financials in Accounts payable a tab indicating the block type is displayed, in this case Block executed. After, click Contingency. Card default true id 04 label Step 4 In Accounts payable all entries with requested contingency. Select the one you want, then click Save. Card default true id 05 label Step 5 Note the document was successfully added.

 

How to Integrate

Query procedures to Release Processes in Protheus and Configure Processes in Fluig through the link: Creating a new Workflow in Protheus.

Considerations 

We inform that is highly important to have technical expertise to deployed the component at Fluig. If you need, we suggest the purchase of consultancy hours to help you Deploy these components in TOTVS channel serving you or through Fluig Store. 

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For further information on Fluig x Protheus integration, query: Fluig Framework.