Workflow Templates

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 158.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

See KB article: "Workflow Profiles"

Workflow Templates

There are templates that assist the admin in creating each of the nine types of workflows. The workflows text 1, 2 & 3 fields and the descriptions will need to be adjusted for your specific country.

If you use ScenarioType8 and/or ScenarioType7 for Forecast scenarios, then you will also need to update
these settings as well.

Excel Workflow Templates (available from the MarketPlace)

If you opt to use the Workflow Excel Templates to create your workflow profiles, then the workflow
templates are not necessary. Either delete them or at least update the workflow template properties so
that if they are used, the settings are not misleading and are specific to your app.

A sample Workflow Excel template can be found in this downloadable MarketPlace solution:

We have supplied a sample working workflow profile template in the Detail Process Flow file. See tab
“Sample WF Upload Template”.

The WF Profile template assumes that you have this as a starting point:

After the upload you will have this: