CONTENTS


01. OVERVIEW

This document aims to support the configuration of requests for posting and transfer (ATFA125) via workflow in Protheus.


02. PRE-CONDITIONS

To use the approval of posting and transfer via workflow, you must first configure the server, the e-mail tool and a web service of the environment for the workflow.

You do not need to access Protheus for approvals, because after the required settings, an e-mail is sent to the approver, who then responds by notifying whether the request has been approved or not.

If you need help with the local server and the e-mail tool, the document below shows how to set up the account for sending the workflow account by Gmail.


Or you can also follow the settings in the SIGAPCO workflow documentation

Configuration of contingency approval via workflow - SIGAPCO - P12


https://centraldeatendimento.totvs.com/hc/pt-br/articles/360039344333-MP-SIGAATF-SOLICITA%C3%87%C3%83O-DE-BAIXA-OU-TRANSFERENCIA-ATFA125-ATFA126



Web service configurations in appserver.ini used in the example in the image below: 


Ideally, the PATH must point to the folder Protheus_data, so you can find the workflow files without problems

03. WORKFLOW SETTINGS

To make the following configurations, access the configurator menu.


  • E-MAIL ACCOUNTS

Through the configurator (SIGACFG), access:

Environment > Workflow > E-mail Accounts


Mailbox

Enter the mailbox data. Remember to enter the e-mail address the sender will use for contingency approvals in the address. We use the following e-mail address in our example:  [email protected]


Receive Messages

Enter the POP3 server and the port, as well as the e-mail accounts and their respective passwords, to be used for receiving messages

Send Messages

Enter the SMTP port and server, as well as the account to be used for sending the contingency approvals.



  • WORKFLOW PROCESSES

In the configurator menu, access:

Environment > Workflow > Workflow Processes

Add a workflow process.



  • WORKFLOW STATUS

In the configurator menu, access:

Environment > Workflow > Workflow Status

Add a workflow status, linking the process added in the previous step



  • WORKFLOW PARAMETERS

In the configurator menu, access:

Environment > Workflow > Workflow Parameters


Postal Service

Select the options in accordance with your preferences. Our contingency approval example displays them as follows:



Processes




Notification



Messenger



It is important to enter the workflow's web service address in the field Server. 




  • E-MAIL/PROXY

In the configurator menu, access:


Environment > E-mail/Proxy > Settings


Enter the e-mail server data




              

Configuring the web service:

Access the SRVWIZARD:


               

Select the folder Web Modules and click Add

Fill out the fields on the screen as shown:

               


          Link the address of your host (web service) with the code of the branch you will use:

          [HTTP]

          ENABLE=1

          PORT=83

          Enter the localhost address + the port found in the HTTP key in the .INI of the server.

          


         

          Configure the minimum and the maximum number of users that will access the web service and click Confirm:


          



  • INSTALLING AND CONFIGURING THE E-MAIL SERVER

 This tool functions as a local e-mail server with SMTP and POP.

 We can download this tool for free via developers portal http://www.hmailserver.com

         

 Configuring Mozilla Thunderbird:

 The Thunderbird e-mail tool is free and can be downloaded directly from the Mozilla developers web site:

 https://www.mozilla.org/pt-BR/thunderbird

       

The documentation attached below contains the settings for this server:

CONFIGURING THE E-MAIL SERVER.docx

        

If you need help with the local server and the e-mail tool, the document below shows how to set up the account for sending the workflow account by Gmail.


          

          

           

            

           

           

           





  • SYSTEM PARAMETERS (SX6)

The system parameters below are required for using the workflow in request approvals.

MV_ATFSOLD - Enter whether the process for requesting Postings/Transfers is active 


MV_PRELAN - Generate pre-entry in accounting


MV_ALTLCTO - Allow changes to the accounting entry of integration


MV_ATFHTTP - HTTP server directory


MV_ATFWBX - Activate sending of workflow in posting/transfer request


MV_ATFWFM - Enter whether WF should be generated for requests



MV_ATFASTR - HTML file of template for request approval


MV_ATFASBX - HTML file of template for posting approval


MV_ATFAAPS 
- HTML file of template for asset transfer request




MV_ATFURL - URL of HTTP service



MV_ATFRESP - Enter the code of user responsible for Asset







  • CADASTRO DE USUÁRIO



No menu do configurador, acesse:


Usuário > Senhas > Usuários

Inclua ou altere um usuário informando o e-mail de aprovador no campo e-mail



04. UTILIZAÇÃO DA SOLICITAÇÃO DE TRANSFERÊNCIA VIA WORKFLOW

No menu do módulo Ativo Fixo (SIGAATF), acesse:

Atualizações > Cadastro> Cadastro de Pessoas

Preencher com o email no cadastro de pessoas




Acesse a rotina de Responsáveis X Bens:

Atualizações > Cadastros >Responsáveis X Bens

Efetuar o vinculo do cadastro do bem com o cadastro de pessoa



Acesse a rotina de Solicitação de Baixa e Transferência:

Atualizações > Movimentos>Solicitação de Baixa e Transferência

No exemplo, utilizaremos a solicitação de transferência

Clique no botão Outras Ações -> Solicitação de Transferência


Solicitação efetuada- código 000070


                Para enviar os e-mails, acesse o SIGACFG:
                Ambientes / workflow / Contas de e-mail

                Clique no botão Outras Ações -> Enviar:



Confirme a operação

               


               Referente à solicitação 000070 recebido corretamente caixa de email:

               




Escolher o usuário para aprovar a solicitação

Acessando o link o sistema redireciona para a página de aprovação:


Após aprovar a solicitação


Acesse a rotina de Solicitação de Baixa e Transferência:

Atualizações > Movimentos>Solicitação de Baixa e Transferência


A solicitação foi aprovada corretamente







Os arquivos .htm podem ser encontrados no TFS na pasta rdmake padrão e deverão ser copiados para o local informado (dentro da pasta onde foi configurado o workflow)

$/Protheus_Padrao/Fontes_Doc/Master/Fontes/Rdmake Padrao/MODELOS/Administrativos





            Evidencia no link abaixo, de como fazer a configuração passo a passo:

           Configuração_Worflow_ATFA125.docx