O/E Order Approval workflow

Order Entry
Workflow

Uses Extender Workflow to manage the notification and approvals process for new O/E Orders.
(This template is supported by the Extender Workflow Rules Engine, and can be used in conjunction with TeamWork for Sage 300.)

  • 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

If used in conjunction with TeamWork for Sage 300, this workflow template will also support chats and approvals using the AutoSimply A/C Chat mobile app.

App Type

Packaged

Packaged

Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)

Workflow

Workflow

Makes use of the Workflow capability that comes included with Orchid Extender.

Order Entry

Orchid Systems

Orchid Systems, a Sage Tech Partner, has been part of the Sage community for over 25 years. Extender is just one of our innovative add-on modules designed to enhance the functionality of Sage 300.

More about Orchid

How to buy

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Your Sage Solution Provider can source these apps, determine their suitability for your requirements, and provide you with pricing. Do you have a requirement you think could be met with an Extender App, but you can't see it listed here? Your Sage Solution Provider can help you document the requirement, then either build the app for you or identify a suitable developer.

Important
Information

  • These apps were built by the developers named under the app descriptions, and the associated intellectual property vests with them.
  • Orchid Systems does not support or provide any warranty for the apps (unless the developer is listed as Orchid Systems).
  • Everyone’s requirements and environments differ, so be sure to thoroughly test any apps you acquire before loading them in your live environment.
  • These apps are designed to work in conjunction with Orchid Extender (Developer Edition), which in turn requires Sage 300 to be installed.
  • The app developer (via your Sage Solution Provider) can provide you with the full list of requirements for specific apps.