Workflow for Sage 300 ERP (Sage Accpac ERP)
We partner with Pacific Technology Solutions to enhance our Sage 300 ERP (formally Sage Accpac ERP) offering, with additional features and functionality for workflow developed by Pacific Technology.
We provide Workflow & Notifications and Purchasing Workflow which offers you process management functionality within your Sage 300 ERP Accpac Systems.
Workflow & Notifications
Workflow & Notifications provides Organisations with advanced abilities to design and implement workflows that reflect their desired process management and authority controls.
How does Workflow & Notifications help?
Simplicity – easy to configure and implement within several hours
Streamlining of business process – improved internal controls give you a tighter grip across multiple applications
Compatibility - available on all the databases/platforms that Sage 300 ERP Accpac is supported on
Accpac Macro's - allow even broader process management functionality to be delivered
The areas covered by Workflow & Notifications include GL Journals, AP Payments, OE Orders, customers, vendors, and key set-up views such as Account Sets and Groups.
Highlights of Workflow & Notifications include:
- Query builder facility - Allows for an easy arrangement of evaluation criteria, key fields available for selection in queries and view fields are presented by description rather than field name.
- SMTP E-mail notifications - so works with most e-mail systems
- Approval Console – keeps managers in control through ability to review and approve or decline changes
- Full audit trail – gives you the ability to review workflow and notification events and approvals/declines
Purchasing Workflow
Purchasing Workflow is a sophisticated workflow engine offering configurable rules, routing and approval functions. The software is easy to use and creates documents that are controlled through the workflow process. You can experience greater control and management over your procurement system.
Purchasing Workflow offers an efficient and simple to use requisitioning interface, which is fully customisable dependant on user roles or specific user settings.
Highlights
- Ability to default all information (other than item number and quantity), including vendor, GL code and cost
- Handling of stock and non-stock items
- Templates can be used to load a list of standard items
- Allows different vendors on different lines
- Vendor selection is controlled at the item and user level
- Ability to review each document's progress through the workflow
- Integrated with PJC, allows Job Related requisitions to be entered
In order to add Workflow & Notifications or Purchasing Workflow to your ERP solution, contact Oakley ERP for more information.
