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A new section titled "Finance" has been added to the Workflow settings to streamline finance-related events.

Finance Events:

The "Finance" section comprises the following events:

• Post to Budget
• Post Change Event
• Post Vendor Contract
• Post Client Contract
• Post Vendor Pay
• Post Client Pay

Post Change Event Workflow:

A specific workflow event, "Post Change Event," has been added to the App Designer. This event facilitates handling various scenarios related to change events. Users can drag multiple "Post Change Event Workflow" into the Workflow Designer to manage different workflows effectively.

Configuration Details:

Until a Finance MD Control is selected as value for the "Select the Budget Metadata Field" field, all other fields below remain disabled.

Only the Finance MD Controls with "Allow Cost Override" enabled are listed when the user clicks on "Select Budget Metadata Field."

It is mandatory to map App Stages and Change Event Stages to ensure seamless workflow management.

The Change Event can go through multiple stages, and it's crucial to specify the correlation between the App Stage and the corresponding Change Event Stage.

Mapping Process:

All App stages are displayed as "Smartapp Stages" on the left side of "Change Event Status Mapping."

All Change Event stages are displayed as " Change Event Stages" on the right side of the "Change Event Status Mapping."

Available Change Event Stages:

• Draft
• Awaiting Acceptance
• Authorized
• Authorized - Update Contracts
• Rejected
• Sent Back For Revision
• Revise & Resubmit
• Awaiting Trade Quote
• Awaiting Quote
• Quote Sent

Once the Smartapp Stage and Change Event Stage are mapped, the section below is enabled.

Users need to specify how the Vendor and Client Contracts should be managed on "Change Event Approval":

• System Creates New Contracts for the Revised Change Event
• Manually Update Existing Contracts