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  2. Invoice processing - Wikipedia

    en.wikipedia.org/wiki/Invoice_processing

    Workflow steps can be configured such that the responsible person will then receive an email alert so that he or she can approve the invoice. If there are other people involved in the approval workflow, email alerts to them will also be automatically generated. [6] The typical workflow is a four-step process beginning with 1.

  3. Pro forma - Wikipedia

    en.wikipedia.org/wiki/Pro_forma

    A pro forma invoice is presented in the place of a commercial invoice when there is no sale between the sender and the importer (for example, in the case of an RMA for replacement goods), or if the terms of the sale between the seller and the buyer are such that a commercial invoice is not yet available at the time of the international shipment.

  4. Document management system - Wikipedia

    en.wikipedia.org/wiki/Document_management_system

    Rules-based workflow allows an administrator to create a rule that dictates the flow of the document through an organization: for instance, an invoice passes through an approval process and then is routed to the accounts-payable department. Dynamic rules allow for branches to be created in a workflow process.

  5. Work breakdown structure - Wikipedia

    en.wikipedia.org/wiki/Work_breakdown_structure

    Example from MIL-HDBK-881, which illustrates the first three levels of a typical aircraft system [1]. A work-breakdown structure (WBS) [2] in project management and systems engineering is a deliverable-oriented breakdown of a project into smaller components.

  6. Maker-checker - Wikipedia

    en.wikipedia.org/wiki/Maker-checker

    Maker-checker (or Maker and Checker or 4-Eyes) is one of the central principles of authorization in the information systems of financial organizations. The principle of maker and checker means that for each transaction, there must be at least two individuals necessary for its completion.

  7. Enterprise resource planning - Wikipedia

    en.wikipedia.org/wiki/Enterprise_resource_planning

    Unfortunately, since migration is one of the final activities before the production phase, it often receives insufficient attention. The following steps can structure migration planning: [60] Identify the data to be migrated. Determine the migration timing. Generate data migration templates for key data components; Freeze the toolset.

  8. Separation of duties - Wikipedia

    en.wikipedia.org/wiki/Separation_of_duties

    Divide the function into separate steps, each necessary for the function to work or for the power that enables that function to be abused. Assign each step to a different person or organization. General categories of functions to be separated: authorization function; recording function, e.g. preparing source documents or code or performance reports

  9. Workflow - Wikipedia

    en.wikipedia.org/wiki/Workflow

    Cryogenic electron microscopy workflow An IMRAD model for developing research articles. Workflow is a generic term for orchestrated and repeatable patterns of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information. [1]

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