Workflow in Sage ERP

 In an ERP system, the term "workflow" refers to all business processes and procedures involved in running a successful organization. Workflow is typically a trail of any business process from start to finish that involves numerous complex steps. Workflow automation is a method of combining these steps into a single process. All of this results in time savings, faster business processes, and better resource utilization, which is one of the most significant advantages of having a Business Unit involved in an ERP system.

Workflow notifications are one of the many time-saving features available in Sage X3. To understand what workflow notification is, consider the following scenario: we need to obtain approval for a purchase order. Workflow Notification will send an email to the authorized person to request approval of the purchase order. An authorized person can approve the order through the mail, and the purchase order status is now approved. As a result, the process can be automated.

Workflow can be used to configure the following processes:

• Approval action based on prior notification.
• Performing any action while the creation/modification is being performed.
• Notification display in Planning Workbench
• Sending of messages by email systems

The various methods by which we can technically configure the workflows are as follows:

• Update the data in your Sage X3 database.
• Carry out a batch task or import.
• Create a report
• Configure signature circuits

This is how Sage X3's workflow processes improve through notification and approval.

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Originally Published by Greytrix Africa Ltd.