Agents
Agents are based on the Gimmal Link Enterprise Classification configuration. There are 4 categories of agents associated with Gimmal Link Enterprise processing:
- Initial AP Agents
- Approval Agents
- Final AP Agents
- Exception Agents
Each one of those agent categories can also have assigned deadline and catch-all agent.
You can specify as many agents as you would like to 1 processing rule, or you can also choose org units that reference multiple agents. This creates virtual "teams" of processors per invoice classification (called "possible agents").
Gimmal Link Enterprise AP and the underlying SAP workflow runtime system manages the sharing of these workitems and prevents work-items from being processed more than once. Once a user has "touched" a work-item, it is reserved by them for processing until it is either completed or resubmitted back the larger "team".
Below are the options for configuring Agents:
- Approval Maximum Amount: For approval stages, the maximum amount an agent can approve up too.
- Exception Code: For exception stage, specifies a particular exception.
- Deadline Flag: Indicates this agent is a deadline agent for a particular stage, approval amount, or exception.
- Catch-All Flag: There must be at least 1 catch-all agent in your Gimmal Link implementation. These are agents which will receive a work-item if no agent is found. For Catch-All agents, classification is ignored (only the flag that the agent is a catch-all is utilized).
- Workflow Agent Type: Choose the applicable agent type.
- Workflow Agent: Specify the appropriate agent value based on the workflow type specified above.
The following customizing options are available for Agent determination. For information on how to implement, please refer to the section "Customizing" later in this document.
- Custom Role Resolution / Agent Determination: To implement your own exception processing logic in place/in addition to a Gimmal Link Enterprise AP Workflow Exception work-item.
- Custom Notifications: To implement your own method of notifying agents.