Workflows can be configured to approve new records, approve field changes in Sage 300 or start automatically a series of actions to alert users when something happens in Sage 300.
The latest release of Extender includes Workflow Templates that use Workflow Rules to determine who approves what records.
Extender Workflow includes standard templates for the following Sage 300 applications:
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Accounts Receivable: Approvals of new A/R Customer, Customer credit limit change
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Accounts Payable: Approvals of new A/P Vendor, Vendor payment terms change, A/P Invoice batch and A/P Payment batch.
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General Ledger: Approvals of G/L Journal batches and new G/L Accounts
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Inventory Control : Approvals of new I/C Items, new I/C Locations, I/C Receipts, I/C Shipments, I/C Adjustments, I/C Transfers and I/C Internal Usage
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Order Entry : Approvals of new O/E Sales Orders and notifications of new O/E Shipments
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Purchase Order: Approvals of Purchase Requisitions and Purchase Orders.
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Project and Job Costing: Approvals of project contracts
Third party modules:
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A/C Chat (AutoSimply): Approvals of A/C Leave, Time entry and expense records
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Return Materials Authorization (Orchid): Approvals of RMA records
