Workflow Documents allows organizations with complex or technical approval demands to attach files to the requisition document. Rapid access to all relevant information enables streamlined workflow processes and process improvements.
Purchasing Workflow now has an enhanced ability to provide a single streamlined approval and auditing system with the release of Workflow Documents.
Designed to meet the needs of organizations with a more technical approval process, documents can be attached to the requisition for review prior to approval in the process.
Total Sage 300 Integration
Totally seamless with the Sage 300 standard User Interfaces, Workflow Documents is simple to use and provides rapid operational efficiencies.
An important technical aspect to Workflow Documents is that the source files are “Embedded” into the Sage 300 database rather than “Linked”.
Document embedding means that the physical document is stored in the Sage Accpac ERP database along with the requisition document details. This allows for simple but comprehensive management of the attachment files.
Document Embedding provides a sound solution that overcomes many technical issues:
- Drive mapping and/or security constraints
- VPN requirements
- Source document deletion, modification or manipulation
Users who are involved in an organization’s approval process but who may operate off-site can have documents attached to notification emails. A user can open a document directly from the requisition form.
Availability & System Requirements
Databases: Microsoft SQL Server, Oracle & Pervasive
Web Deployable: Yes
- Purchasing Workflow or Payables Workflow