Following up on our previous introduction to ERPNext features where we explored User Management, this time I would like to highlight the Workflow feature. This tool empowers organizations to design, automate, and streamline their business processes, ultimately boosting overall efficiency and productivity.
A Workflow in ERPNext is a visual representation of a sequence of steps or tasks that a document or transaction must pass through within the system. It acts as a roadmap for the entire lifecycle of a record, guiding it from its initial creation to final completion. The Workflow module enables users to define the specific sequence of steps, conditions, and approvals required for any given process.
How to Create a Workflow
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<p><b>Dari home screen pencet “Build”</b></p>
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<p><b>Kemudian pencet “Workflow”</b></p>
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<p><b>Bisa pilih “Create a New Workflow” atau “Add Workflow” keduanya sama</b></p>
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<p>Kemudian kasih nama dan pilih document type, disini saya pilih purchase order sebagai contoh, anda juga bisa bikin states dan transisi workflow dengan “Workflow Builder” tetapi di contoh ini saya menggunakan cara table di bagian bawah page. State adalah status dokumen tersebut seperti draft atau submit, dan Transition adalah transisi untuk state, seperti dari state draft transisi berikutnya ke state submit.</p>
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<p><b>Anda dapat menambah states dan transisi di table – table ini sesuai yang d inginkan</b></p>
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<img width="1024" height="418" src="https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-151705-1024x418-1.jpg" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-151705-1024x418-1.jpg 1024w, https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-151705-1024x418-1-300x122.jpg 300w, https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-151705-1024x418-1-768x314.jpg 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Sebagai contoh punya saya mengharuskan “purchase user” Melewati “purchase manager” untuk di approve kemudian lewat “purchase master manager” untuk di approve lg untuk dapat di submit saat membuat Purchase Order.</p>This is the view of a newly created Purchase Order by a ‘purchase user’; as you can see, it is currently in the ‘Approval Pending by Purchase Manager’ state
<img width="1024" height="415" src="https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152353-1024x415-1.jpg" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152353-1024x415-1.jpg 1024w, https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152353-1024x415-1-300x122.jpg 300w, https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152353-1024x415-1-768x311.jpg 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Dan jika halamannya dibuka oleh “Purchase Manager” akan terlihat tombol “action” di atas kanan, disini “Purchase Manager” dapat meng approve atau meng reject Purchase Order buatan “purchase user”.</p>
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<p>Disini Saya approve dan kemudian ke state selanjutnya, “Approval Pending by Material Manager” distate ini harus di approve oleh “Purchase Manager Manager”.</p>
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<p>Kemudian jika sudah di approved maka screen akan seperti ini, Statenya sudah “Approved” dan di submit.</p>
<img width="1024" height="252" src="https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152457-1024x252-1.jpg" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152457-1024x252-1.jpg 1024w, https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152457-1024x252-1-300x74.jpg 300w, https://tobaconsulting.com/wp-content/uploads/2024/02/Screenshot-2024-01-04-152457-1024x252-1-768x189.jpg 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Dan jika direject akan terilihat seperti ini.</p>
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<p>Fitur Workflow di ERPNext bukan hanya sekadar alat untuk mengoptimalkan alur kerja, tetapi juga sebuah solusi terpadu yang dapat memberikan pemahaman mendalam terhadap setiap tahapan proses bisnis. Dengan memanfaatkan kekuatan analisis dan pelacakan yang dimilikinya, dapat meningkatan efisiensi operasional, tetapi juga memastikan bahwa setiap keputusan diambil berdasarkan informasi yang akurat dan terkini. Selain itu, Fitur Workflow ini juga memfasilitasi kolaborasi yang lebih baik di antara tim, memungkinkan anggota organisasi untuk berinteraksi secara sinergis dalam menjalankan tugas-tugas mereka. Dengan adanya mekanisme kontrol yang lebih presisi, perusahaan dapat mengendalikan setiap aspek dari proses bisnisnya, menjadikan ERPNext sebagai alat untuk pencapaian tujuan bisnis yang lebih besar dan berkelanjutan.</p>
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