TeamWork applies to:
- Batches (G/L journals, A/P Invoices, A/R Invoices)
- Transaction headers (Sales Orders, Purchase Orders, I/C Transactions)
- Master files (New customer, new vendor, new item, change of fields)
Using TeamWork
- Once enabled and configured, users create and update records in Sage 300 as usual.
- When the record is saved, the workflow triggers and evaluates if the record needs approval based on the configured rules.
- If no approval is required, the workflow auto-completes, with all relevant details logged. If approval is required, notifications are sent to the users.
- Users can approve in the Chat App or on the Extender workflow console. For many records, TeamWork users can also chat about the record.
- Details are saved in Sage 300 and are visible to users in the Notes tray.
- All approvals, chats and status are saved in Sage 300 workflow logs.