dodil/erp-method
modules/gl/signoff/gl/history/gl_fiscal_year.v1.bpmn
<?xml version="1.0" encoding="UTF-8"?>
<bpmn:definitions xmlns:bpmn="http://www.omg.org/spec/BPMN/20100524/MODEL" xmlns:bpmndi="http://www.omg.org/spec/BPMN/20100524/DI" xmlns:dc="http://www.omg.org/spec/DD/20100524/DC" xmlns:di="http://www.omg.org/spec/DD/20100524/DI" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:dodil="https://git.dodil.io/dodil/erp-platform/bpmn/1" id="Definitions_gl_v3" name="Accounting processes" targetNamespace="https://git.dodil.io/dodil/erp-platform/processes" exporter="erp-platform erp-compose bpmn" exporterVersion="1">
<bpmn:collaboration id="Collaboration_gl_v3">
<bpmn:documentation>Accounting: one pool per entity lifecycle, generated from module.yaml.</bpmn:documentation>
<bpmn:participant id="Participant_gl_fiscal_year" name="Fiscal year" processRef="Process_gl_fiscal_year_v3" />
</bpmn:collaboration>
<bpmn:process id="Process_gl_fiscal_year_v3" name="Fiscal year" isExecutable="false">
<bpmn:documentation>Lifecycle of the fiscal year, generated from module.yaml by erp-compose bpmn; change the workflow there, not this file. States: open, closed.</bpmn:documentation>
<bpmn:laneSet id="LaneSet_fiscal_year">
<bpmn:lane id="Lane_fiscal_year_accountant" name="Accountant / finance manager">
<bpmn:flowNodeRef>Start_fiscal_year</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_open_year</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_close_year</bpmn:flowNodeRef>
<bpmn:flowNodeRef>End_fiscal_year_closed</bpmn:flowNodeRef>
</bpmn:lane>
<bpmn:lane id="Lane_fiscal_year_system" name="The system">
<bpmn:flowNodeRef>Task_derive_carry_forward</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Gateway_derive_carry_forward__if</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Gateway_derive_carry_forward__if_end</bpmn:flowNodeRef>
</bpmn:lane>
</bpmn:laneSet>
<bpmn:startEvent id="Start_fiscal_year" name="Fiscal year needed">
<bpmn:outgoing>Flow_Start_fiscal_year__Task_open_year</bpmn:outgoing>
</bpmn:startEvent>
<bpmn:userTask id="Task_open_year" name="Open the financial year" dodil:step="open_year">
<bpmn:documentation>By: Accountant / finance manager. From none to open. When: the start month follows the company's previous year end (financial_year_end_month). Effect: twelve periods opened for the company; the carry-forward from the previous year derived (GL-23).</bpmn:documentation>
<bpmn:incoming>Flow_Start_fiscal_year__Task_open_year</bpmn:incoming>
<bpmn:outgoing>Flow_Task_open_year__Gateway_derive_carry_forward__if</bpmn:outgoing>
</bpmn:userTask>
<bpmn:serviceTask id="Task_derive_carry_forward" name="Derive the carry-forward" dodil:step="derive_carry_forward" implementation="##unspecified">
<bpmn:documentation>By: The system. From open to open. When: the previous year has postings. Effect: opening balances per ledger, account, profit centre, segment and partner company; P&L to retained earnings; re-derivation writes the same rows.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_derive_carry_forward__if__Task_derive_carry_forward</bpmn:incoming>
<bpmn:outgoing>Flow_Task_derive_carry_forward__Gateway_derive_carry_forward__if_end</bpmn:outgoing>
</bpmn:serviceTask>
<bpmn:userTask id="Task_close_year" name="Close the year" dodil:step="close_year">
<bpmn:documentation>By: Accountant / finance manager. From open to closed. When: every period of the year closed; no audit adjustment waiting; retained_earnings mapped. Effect: closed to adjustments; the carry-forward to the next year derived for every ledger; the next year opened if it is not; no closing journal.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_derive_carry_forward__if_end__Task_close_year</bpmn:incoming>
<bpmn:outgoing>Flow_Task_close_year__End_fiscal_year_closed</bpmn:outgoing>
</bpmn:userTask>
<bpmn:exclusiveGateway id="Gateway_derive_carry_forward__if" name="the previous year has postings?">
<bpmn:incoming>Flow_Task_open_year__Gateway_derive_carry_forward__if</bpmn:incoming>
<bpmn:outgoing>Flow_Gateway_derive_carry_forward__if__Task_derive_carry_forward</bpmn:outgoing>
<bpmn:outgoing>Flow_Gateway_derive_carry_forward__if__Gateway_derive_carry_forward__if_end</bpmn:outgoing>
</bpmn:exclusiveGateway>
<bpmn:exclusiveGateway id="Gateway_derive_carry_forward__if_end">
<bpmn:incoming>Flow_Gateway_derive_carry_forward__if__Gateway_derive_carry_forward__if_end</bpmn:incoming>
<bpmn:incoming>Flow_Task_derive_carry_forward__Gateway_derive_carry_forward__if_end</bpmn:incoming>
<bpmn:outgoing>Flow_Gateway_derive_carry_forward__if_end__Task_close_year</bpmn:outgoing>
</bpmn:exclusiveGateway>
<bpmn:endEvent id="End_fiscal_year_closed" name="Fiscal year closed">
<bpmn:incoming>Flow_Task_close_year__End_fiscal_year_closed</bpmn:incoming>
</bpmn:endEvent>
<bpmn:sequenceFlow id="Flow_Start_fiscal_year__Task_open_year" sourceRef="Start_fiscal_year" targetRef="Task_open_year" />
<bpmn:sequenceFlow id="Flow_Gateway_derive_carry_forward__if__Task_derive_carry_forward" name="the previous year has postings" sourceRef="Gateway_derive_carry_forward__if" targetRef="Task_derive_carry_forward" />
<bpmn:sequenceFlow id="Flow_Gateway_derive_carry_forward__if__Gateway_derive_carry_forward__if_end" name="otherwise" sourceRef="Gateway_derive_carry_forward__if" targetRef="Gateway_derive_carry_forward__if_end" />
<bpmn:sequenceFlow id="Flow_Task_derive_carry_forward__Gateway_derive_carry_forward__if_end" sourceRef="Task_derive_carry_forward" targetRef="Gateway_derive_carry_forward__if_end" />
<bpmn:sequenceFlow id="Flow_Gateway_derive_carry_forward__if_end__Task_close_year" sourceRef="Gateway_derive_carry_forward__if_end" targetRef="Task_close_year" />
<bpmn:sequenceFlow id="Flow_Task_open_year__Gateway_derive_carry_forward__if" sourceRef="Task_open_year" targetRef="Gateway_derive_carry_forward__if" />
<bpmn:sequenceFlow id="Flow_Task_close_year__End_fiscal_year_closed" sourceRef="Task_close_year" targetRef="End_fiscal_year_closed" />
</bpmn:process>
<bpmndi:BPMNDiagram id="BPMNDiagram_gl_v3">
<bpmndi:BPMNPlane id="BPMNPlane_gl_v3" bpmnElement="Collaboration_gl_v3">
<bpmndi:BPMNShape id="Participant_gl_fiscal_year_di" bpmnElement="Participant_gl_fiscal_year" isHorizontal="true">
<dc:Bounds x="0" y="0" width="1130" height="400" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Lane_fiscal_year_accountant_di" bpmnElement="Lane_fiscal_year_accountant" isHorizontal="true">
<dc:Bounds x="30" y="0" width="1100" height="140" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Lane_fiscal_year_system_di" bpmnElement="Lane_fiscal_year_system" isHorizontal="true">
<dc:Bounds x="30" y="140" width="1100" height="260" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Start_fiscal_year_di" bpmnElement="Start_fiscal_year">
<dc:Bounds x="157" y="42" width="36" height="36" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Task_open_year_di" bpmnElement="Task_open_year">
<dc:Bounds x="295" y="20" width="100" height="80" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Task_derive_carry_forward_di" bpmnElement="Task_derive_carry_forward">
<dc:Bounds x="635" y="160" width="100" height="80" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Task_close_year_di" bpmnElement="Task_close_year">
<dc:Bounds x="805" y="20" width="100" height="80" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Gateway_derive_carry_forward__if_di" bpmnElement="Gateway_derive_carry_forward__if">
<dc:Bounds x="490" y="175" width="50" height="50" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Gateway_derive_carry_forward__if_end_di" bpmnElement="Gateway_derive_carry_forward__if_end">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="End_fiscal_year_closed_di" bpmnElement="End_fiscal_year_closed">
<dc:Bounds x="1007" y="42" width="36" height="36" />
</bpmndi:BPMNShape>
<bpmndi:BPMNEdge id="Flow_Start_fiscal_year__Task_open_year_di" bpmnElement="Flow_Start_fiscal_year__Task_open_year">
<di:waypoint x="193" y="60" />
<di:waypoint x="295" y="60" />
</bpmndi:BPMNEdge>
<bpmndi:BPMNEdge id="Flow_Gateway_derive_carry_forward__if__Task_derive_carry_forward_di" bpmnElement="Flow_Gateway_derive_carry_forward__if__Task_derive_carry_forward">
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</bpmndi:BPMNEdge>
<bpmndi:BPMNEdge id="Flow_Gateway_derive_carry_forward__if__Gateway_derive_carry_forward__if_end_di" bpmnElement="Flow_Gateway_derive_carry_forward__if__Gateway_derive_carry_forward__if_end">
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<di:waypoint x="635" y="320" />
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</bpmndi:BPMNEdge>
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<bpmndi:BPMNEdge id="Flow_Gateway_derive_carry_forward__if_end__Task_close_year_di" bpmnElement="Flow_Gateway_derive_carry_forward__if_end__Task_close_year">
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<di:waypoint x="465" y="60" />
<di:waypoint x="465" y="200" />
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</bpmndi:BPMNEdge>
<bpmndi:BPMNEdge id="Flow_Task_close_year__End_fiscal_year_closed_di" bpmnElement="Flow_Task_close_year__End_fiscal_year_closed">
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<di:waypoint x="1007" y="60" />
</bpmndi:BPMNEdge>
</bpmndi:BPMNPlane>
</bpmndi:BPMNDiagram>
</bpmn:definitions>