Life Sciences Supply Chain Management allows users to configure an approval process for transfer orders via workflows and prevents a transfer order from being shipped before the approval workflow is completed. To enable/disable the transfer order approval workflow, users need to configure the Transfer order approval parameter in the Inventory and warehouse management parameters form (Inventory management > Setup > Inventory and warehouse management parameters > Transfer orders tab).
The workflow template can be set up in the Inventory management workflows form (Inventory management > Setup > Inventory management workflows).
The workflow may consist of:
Conditional decisions (for example, the system runs all workflow steps only if the item must be shipped to an external warehouse, while it goes directly to the last step if it must be shipped within a different warehouse in the same site).
Sequential review tasks (for example, check the material has been loaded onto the dock floor, check the shipping documentation).
Approval steps.
The State of the transfer order indicates the status of the workflow (for example, Not submitted, Pending approval, etc.). Once a transfer order is submitted to the workflow, and all the approval steps have been completed, its State is automatically set to Completed. At this stage, an authorized user can ship the transfer order to the destination warehouse.
STAEDEAN Life Sciences workflow templates leverages Microsoft Dynamics 365 Finance & Supply Chain Management workflow engines and standards. Refer to Microsoft Dynamics 365 Finance & Supply Chain Management training material for information regarding the configuration of a workflow instance.