Demo Overview: Automated Need Request → Payment → Disbursement Workflow (ERPNext)
Автор: Pinmetrix
Загружено: 2026-01-12
Просмотров: 17
Описание:
In this demo, I’ll walk you through an automated end-to-end approval and disbursement workflow built in ERPNext.
The process begins when a user from a department raises a Need Request. This request is first reviewed by the Admin Manager, who verifies the request for validity and compliance.
Once the Admin Manager approves the request, the status is updated to ‘Verified by Admin Manager’, and at this point, the system automatically creates a Payment Voucher. This voucher is then routed to the Financial Controller for approval.
After the Financial Controller reviews and approves the Payment Voucher, the system automatically generates a Journal Entry. The status of the Need Request is updated to ‘FC Approved’, and the Journal Entry is assigned to the Accountant for final processing.
Finally, when the Accountant makes the actual disbursement and posts the Journal Entry, the system automatically updates the status of both the Need Request and the Payment Voucher to ‘Disbursed’.
This workflow ensures strong financial control, clear audit trails, and seamless automation from request initiation to fund disbursement, all within ERPNext.”
#ERPNext
#ERPDemo
#WorkflowAutomation
#FinanceAutomation
#AccountingWorkflow
#BusinessProcessAutomation
#ERPCustomization
#OpenSourceERP
#Pinmetrix
[email protected], +2348028765109, www.pinmetrix.com
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
