Supported Workflow Templates
Configurable Approval and/or Notification templates are provided for many common Sage 300 workflow scenarios. See examples below. (Refer to Online Help for the definitive current list, plus workflow attributes.)
Accounts Payable
- New Vendor; Vendor Payment Terms change; Invoice Batch; Payment Batch
Accounts Receivable
- New Customer; Customer Credit Limit change; Invoice Batch
General Ledger
- New GL Account; Journal Batch
Inventory Control
- New Item; Internal Usage; Stock Transfer; Shipments; Receipts; Adjustment; Receipt; Shipment; New Location
Order Entry
- Sales Order; Quote; New Shipment
Purchase Order
- Purchase Order; Purchase Requisition
Others
- Return Material Authorizations: RMA Completion Approval
- Manufacturing: Order Entry; BOM Approval
- AC Chat: Time Record, Expense, Leave Approval