Contents

Request a customer

Caroline Buckland Updated by Caroline Buckland

BPM Start Process Overview

Login to MyWorkplace and navigate to your desk. 

Locate the Finance requests applet, this will give you a summary on any previous requests, click arrow and select My Process to view more details.  

A summary of your processes is listed with the process name, description, Status and date. The filter can also be used to search against any of the fields. Use the X to close the window.

Create a Customer

Locate the Finance Request applet and click on the New button. 

The following screen will be displayed – select Request a Customer.

The following screen is displayed, this will open in a separate web browser. Read the info tab before moving to the next step.

Click on the Next button to move the next tab or click on the Customer Details tab. Enter all fields marked with a red Asterix, all other fields are optional.

Customer Name:

Short Name:

Customer

The Requester name and email address will default from your user id.

Enter Bank Details if Direct Debits are needed to be setup for this customer.

Click on the Next button to move the next tab or click on the Customer Details tab. Enter all fields marked with a red Asterix, all other fields are optional.

The Requester name and email address will default from your user id.

Enter Bank Details if Direct Debits are needed to be setup for this customer.

Click Next to add the address details and email address. This is where the statements and chase letters will be emailed.

Attachments can be added if required.

A file can be attached to support your request, click the Choose a file.. button.  Locate your file and click on open to attach the document. 

Once complete click on the Finish button. 

The customer request will then be sent for approval.

Save as Draft

The form can be saved as Draft at any point during the creation, the form will not be submitted for approval.

Enter a name and click on the Save button.

A message is received to indicate the draft is saved. 

To access the drafts, from the applet select the New Button, followed by the Request a Customer.

You then select the Load from draft button.

Select from the dropdown menu the correct draft to load.

Then select the Load button.

Complete all fields as explained above and click on the Finish button.

A message will be displayed to indicate the request has gone for approval.

The approver will receive an email.

Approval

Approval of the request can be via the email by clicking the link

Email link – click on the link to view the approval task.

Click on Claim to allow the approval. Tasks can always be unclaimed if claimed incorrectly.

A message is displayed to say the task has been claimed.

Check all the tabs and the information is correct.  You will need to enter the code that will be used in Financials.  Make sure this is within you coding policy for your organisation.

Once complete the customer can be approved. Access the Info tab and enter a comment in the Happy to Approve box on the info tab and then click on the APPROVE button.

A message will display to say the approval was successful.

An email is sent to the requester to confirm the approval.    

Reject a Request

To reject a customer, enter the rejection comments then the Reject button becomes available and No in the Happy to Approve box.

A message is displayed to say the task is complete.

An email will be sent to the requester.

Either click the email link or locate the task in task manager.

Make any requested changes and you can then Re-submit, or select Cancel to cancel the request.

The customer request will go back through the approval route.

Clicking on the Cancel button will end the process and the form will no longer be in use, the following message will be displayed.

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