Wait for the delivery note

After the approval, the workflow waits with Wait for up to 7 days for a delivery note of the same vendor. When it arrives, the workflow shows it as a linked document to everyone who may open it. If it doesn’t, accounting hears at the timeout that it is missing. If it is already there, the workflow goes on at once. Any member who may file a delivery note with this vendor can end the wait.

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: 5
sdk: '1.0.0'
key: wait-for-delivery-note
name: Auf den Lieferschein warten
template: custom
trigger:
  documentType: incoming-invoice
fields: []
start: approval
steps:
  - kind: humanTask
    name: approval
    label: Freigabe Kostenstelle
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: costCenterResponsible
    fallback:
      kind: role
      role: Buchhaltung
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: waitForNote
    onRejected: rejected
  - kind: wait
    name: waitForNote
    label: Warten auf den Lieferschein
    waitFor: document
    field: vendorName
    documentType: delivery-note
    otherField: vendorName
    timeoutDays: 7
    next: approved
    onTimeout: missingNote
  - kind: notification
    name: missingNote
    label: Lieferschein fehlt
    recipients:
      - kind: role
        role: Buchhaltung
    notice: forInformation
    next: approved
  - kind: end
    name: approved
    label: Freigegeben
    outcome: approved
  - kind: end
    name: rejected
    label: Zurückgewiesen
    outcome: rejected