Using TeamWork and Workflow
Once Extender is configured, you use it by interacting with the Sage 300 screens and views.
Many workflows are started automatically when a view field is updated or a record is inserted.
Options to approve are described below:
Starting a Workflow
The workflow starts when you add or update records in Sage 300.
Note: The workflow starts when using the Sage 300 desktop screens, the web screens, or other processes that use the Sage 300 SDK and views to insert or update records.
When you create records in the A/C Chat app (such as applying for Leave, entering Expenses, or requesting an I/C Internal Usage, a Purchase Requisition or an I/C Stock transfer), the TeamWork Extender workflow starts if enabled on the records.
Creating a chat
When the Workflow Rules are configured with an A/C Chat template, a chat is created, based on the A/C Chat template selected. Preset users are included in the chat.
Approvers defined in the Workflow Rules are added to the chat, with rights to amend optional fields (Edit rights in A/C Chat) and rights to add and remove members (Admin rights in A/C Chat) to the chat.
The user who started the workflow is added to the chat, with no Admin or Edit rights in the chat.
Chat about a record and Workflow
Users can chat about a record if they are added to the chat.
Users can add documents to support the approval request.
To chat about a record, the user needs to be a valid A/C Chat user.
Viewing additional information in the chat
In the chat, users can run Custom Inquiries (if configured for the chat type). Refer to A/C Chat documentation for details.
For most transactions, chat users can view details by selecting the ? icon in the chat.
For example, users can see the details (Item, Quantity, cost) of a Purchase Order or a Sales Order.
Users can also print a summary of the document, for example an Order Confirmation, a Delivery note for a shipment or a purchase Order.
If the Signature field is configured on the chat template, users can also sign the record in the A/C Chat app.
See example in O/E New Shipment Notification
Progressing a Workflow
Users can use the Extender Workflow Console, the Extender Workflow Approval menu in A/C Chat Approve menu or approve in the chat about the selected record.
Available options depend on the configuration and the type of record you are approving.
To approve or reject, a user needs to be flagged as a Workflow User. Understanding Workflow Users
Workflow History
Workflow logs are available to users based on security setup.
Refer to Workflow Detail Log
