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:
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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.
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tabs | Step 01, Step 02, Step 03, Step 04, Step 05, Step 06, Step 07, Step 08 |
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ids | step1,step2,step3,step4,step5,step6,step7,step8 |
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default | yes |
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referencia | step1 |
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| 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] Image Added
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 Image Added Send Messages Enter the SMTP port and server, as well as the account to be used for sending the contingency approvals.
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| In the configurator menu, access: Environment > Workflow > Workflow Processes
Add a workflow process. Image Added
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| In the configurator menu, access: Environment > Workflow > Workflow Status Add a workflow status, linking the process added in the previous step Image Added
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| 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: Image Added Processes
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Notification
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Messenger
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| It is important to enter the workflow's web service address in the field Server. |
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| In the configurator menu, access:
Environment > E-mail/Proxy > Settings Enter the e-mail server data
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Configuring the web service: Access the SRVWIZARD: Image Added
Select the folder Web Modules and click Add Fill out the fields on the screen as shown: Image Added
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. Image Added
Configure the minimum and the maximum number of users that will access the web service and click Confirm:
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| - 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.
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| 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 Image Added
MV_PRELAN - Generate pre-entry in accounting
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MV_ALTLCTO - Permite alterar lançamento contábil de integração
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MV_ATFHTTP - Diretório do servidor HTTP
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MV_ATFWBX - Ativa envio de workflow na solicitação de baixa/transferência
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MV_ATFWFM= Indica se deve ser gerado WF para solicitações Image Added
MV_ATFASTR - Arquivo HTML de modelo da aprovação da solicitação
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MV_ATFASBX - Arquivo HTML de modelo de solicitação de baixa Image Added
MV_ATFAAPS - Arquivo HTML de modelo da solicitação de transferência de ativo
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MV_ATFURL - URL do serviço HTTP
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MV_ATFRESP - Indica o código do usuário responsável pelo Ativo Image Added
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No menu do configurador, acesse:
Usuário > Senhas > Usuários
Inclua ou altere um usuário informando o e-mail de aprovador no campo e-mail
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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
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Acesse a rotina de Responsáveis X Bens:
Atualizações > Cadastros >Responsáveis X Bens
Efetuar o vinculo do cadastro do bem com o cadastro de pessoa
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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
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Solicitação efetuada- código 000070
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Para enviar os e-mails, acesse o SIGACFG:
Ambientes / workflow / Contas de e-mail
Clique no botão Outras Ações -> Enviar:
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Confirme a operação
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Referente à solicitação 000070 recebido corretamente caixa de email:
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Escolher o usuário para aprovar a solicitação
Acessando o link o sistema redireciona para a página de aprovação:
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Após aprovar a solicitação
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Acesse a rotina de Solicitação de Baixa e Transferência:
Atualizações > Movimentos>Solicitação de Baixa e Transferência
A solicitação foi aprovada corretamente
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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
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Evidencia no link abaixo, de como fazer a configuração passo a passo: Configuração_Worflow_ATFA125.docx |