Cerrex Solutions
Business Enablers
Workflow

Sage ERP X3 Workflow enables companies to automate the flow of information within and outside a business based on company-specific work practices and procedures for handling important and exceptional events.

Unlike traditional systems that come with pre-defined workflow processes, the extensive parameterization available within Sage ERP X3 makes it possible for companies to define any business event and condition to initiate workflow messaging and/or trigger processing. It makes it easy to automate traditional paper-based and task-intensive processes such as purchase requisition signatory approvals and credit manager reviews of orders placed on credit hold.

Automated workflow enables you to:
  • Trigger an event (initiate processing, send e-mail, etc.) based on user actions such as printing, creating or editing records, deleting data or based on the result of an inquiry
  • Trigger the dispatch of e-mails (including attachments), allowing the recipients to take action by simply clicking on the embedded option button (for example: approve or reject a purchase request)
  • Provide users with work schedules based on customized processes or workfow circuits
  • Trigger workfow circuits based on batch processes such as data imports or exports
Benefits
  • Helps streamline business operations.
  • Facilitates internal/external flow of information while simplifying controls.
  • Fits your own rules and procedures for handling key and exceptional events via simple and intuitive parameterization

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