Route by amount

The management approves an incoming invoice over €500, the cost center’s responsible person one up to €500. The management’s approval gets a hint why it is theirs.

The workflow

The workflow starts for every document of the type incoming-invoice. Its file workflow.yaml:

$schema: 'https://docs.acriva.de/schemas/workflow.schema.json'
format: 1
schemaVersion: 4
sdk: '1.0.0'
key: route-by-amount
name: Nach Betrag weiterleiten
template: custom
trigger:
  documentType: incoming-invoice
fields: []
start: route
steps:
  - kind: script
    name: route
    label: Nach Betrag weiterleiten
    script: route.ts
    hook: onDocumentArrived
    inputs:
      - kind: field
        key: totalGross
        type: money
    returns:
      - key: lane
        type: enumeration
        values:
          - management
          - costCenter
    branch: lane
    exits:
      - value: management
        next: management
      - value: costCenter
        next: costCenter
    next: costCenter
  - kind: humanTask
    name: management
    label: Freigabe Geschäftsführung
    taskKind: approve
    assignees: []
    fallback:
      kind: role
      role: owner
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: approved
    onRejected: rejected
  - kind: humanTask
    name: costCenter
    label: Freigabe Kostenstelle
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: costCenterResponsible
    fallback:
      kind: role
      role: Buchhaltung
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: approved
    onRejected: rejected
  - kind: end
    name: approved
    label: Freigegeben
    outcome: approved
  - kind: end
    name: rejected
    label: Zurückgewiesen
    outcome: rejected

The script route.ts

Hook: onDocumentArrived · Inputs: totalGross · Return values: lane (management, costCenter)

import { defineScript, money } from '@acriva/workflow-sdk';

/** Above this gross amount, the management approves. */
const THRESHOLD = 500;

export default defineScript({
  hook: 'onDocumentArrived',
  outputs: { lane: ['management', 'costCenter'] },
  run(ctx) {
    const amount = ctx.document.fields.totalGross;
    // Without an amount the step goes on to its default next step, the cost center's approval.
    if (amount == null) return;
    ctx.log('Gross total', money.format(amount));
    if (amount > THRESHOLD) {
      ctx.hint(`Über ${money.format(THRESHOLD)}: Die Geschäftsführung gibt frei.`);
      return ctx.branch('management');
    }
    return ctx.branch('costCenter');
  },
});

What it does

A test runs each of these cases in the sandbox and compares the result.

An invoice without a gross total

• Input: totalGross null
• Exit: the default next step
• Changes: none

An invoice over €500

• Input: totalGross 1249.5
• Exit: management
• Changes: hint on the next task: “Über 500,00 €: Die Geschäftsführung gibt frei.”

An invoice of exactly €500

• Input: totalGross 500
• Exit: costCenter
• Changes: none