How to Install TeamWork

Overview

You install, activate and configure the Sage 300 modules (steps 1 to 4).

You can then import TeamWork modules and configure them in Extender (steps 5 to 9)

Tip:

More details are available:

Install Sage 300 modules: A/C Chat, Extender and Information Manager Notes
1. Activate in Sage 300 Administrative Services
2. Enter activation codes in the appropriate Licence screens.
Configure Extender
1. Extender Security in Sage 300
2. Add Workflow Users in Extender Licence screen
3. Email settings (if you need to send emails as well as Chat messages)
4. Add Workflow Colours
Configure A/C Chat
1. A/C Chat security
2. Add A/C Chat users
3. Add A/C Chat Templates
Security considerations:
1. Depending on how A/C Chat web service is configured, you may need to adjust Registry settings to allow scripts in the user's temp folder.
2. To view and open in Sage 300 documents added in the A/C Chat application, you need to ensure the Windows users have network rights to the folders where attachments are saved.

Import TeamWork module in Extender Setup > Modules
1. This enables the integration between A/C Chat and Extender to create chats and to display chats in Information Manager Notes.
Configure the A/C Chat user credentials to create chats in the workflow templates.
1. More details available: Install TeamWork Module
Import Extender Modules for the requiredSage 300 applications in Extender Setup > Modules
1. Import TeamWorkAP, TeamWorkAR, TeamWorkGL, TeamWorkIC, TeamWorkOE, TeamWorkPO, or other modules
2. Enable the module
3. Restart the Sage desktop
4. More Details available: TeamWork Modules for Sage 300 applications
Optionally,
1. Add Workflow user groups
2. Add Workflow colours

Add Workflow Rules (conditions and approvers) for each record type you want to approve.
1. See details and examples Extender Workflow Tutorials
2. Amend message templates (if required).
Test and adjust workflow rules as required