Order Entry Approval workflow
For Sage 300
Order Entry Approval Workflow, a comprehensive solution designed to streamline and automate the approval process for new O/E Orders within Sage 300’s Order Entry module.
Uses Extender Workflow to manage the notification and approvals process for new O/E Orders.
- The workflow is triggered by the entry of a new O/E Order.
- Notifications can be delivered by email and/or Microsoft Teams.
Checks can be applied to enforce Acknowledgement or Approval (through the Workflow Console) subject to specific rules, e.g. Approval for the order to proceed might only be required for:
- Orders with a total value over a configured minimum amount
- Order lines with a margin below a configured minimum percentage
App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)
Workflow
Makes use of the Workflow capability that comes included with Orchid Extender.