TeamWork: Key Features for approval workflows

TeamWork builds on Extender Workflow templates and applies to Sage 300 core modules and third party modules developed in the Sage 300 SDK. You can enable approvals for many Sage 300 records, master files, batches and transaction headers.

• You configure approvals with workflow rules based on Sage 300 fields. You can add up to 5 sequential or parallel approvers.

• Users can approve using the Extender workflow console in the Sage 300 desktop, or using the Extender Workflow Approval menu in the A/C Chat app.

• For most records, users can also chat about the records, add documents in the chat and approve within the individual chat in the A/C Chat app. Documents added in the chat app can be viewed in the Sage 300 Desktop Screens

• Some records can be initiated in the A/C Chat app.

What is included?

In the current release, TeamWork includes more than twenty approval and notification templates for the following records described in the table below.

Application	Description	Type	Can approve in individual chat	Can Start in A/C Chat app
A/P	New Vendor approval	Entry	Yes	No
A/P	Change of vendor payment terms approval	Entry	Yes	No
A/P	A/P Invoice batch approval	Batch	Yes	No
A/P	A/P Payment batch approval	Batch	No	No
A/R	A/R Invoice batch approval	Batch	No	No
A/R	New customer approval	Entry	Yes	No
A/R	Customer Credit Limit change approval	Entry	Yes	No
A/R	New customer notification	Header	Chat only, no approval	No
G/L	New General Ledger account approval	Entry	No	No
G/L	G/L Journal Batch approval	Batch	Yes	No
I/C	New Inventory item approval	Entry	Yes	No
I/C	I/C Internal Usage approval	Header	Yes	Yes
I/C	I/C Stock Transfer approval	Header	Yes	Yes
I/C	I/C Shipments approval	Header	No	No
I/C	I/C Receipts approval	Header	No	No
I/C	I/C Adjustments approval	Header	No	No
O/E	New Sales Order and new quote approval	Header	Yes	No
O/E	O/E Shipment notification	Header	No, chat only, no approval	No (*)
P/O	Purchase Requisition approval	Header	Yes	Yes
P/O	Purchase Order approval	Header	Yes	No
R/A	Return Material Authorization Approval	Header	Yes	No
P/M	PJC (Project & Job Costing) Contract Approval	Header	Yes	No
M/F	Manufacturing Order approval	Header	Yes	No
M/F	BOM approval	Header	Yes	No
A/C	A/C Chat Leave multi-level approval	Header	Yes	Yes (#)
A/C	A/C Chat Time Entry and Time Attendance multi-level approval	Header	Yes	Yes (#)
A/C	A/C Chat Expenses multi-level approval	Header	Yes	Yes (#)