TeamWork

Workflow

TeamWork supports mobile, chat-based collaboration and management for Sage 300 by integrating AutoSimply A/C Chat with Orchid Extender, Notes, and (optionally) Document Management Link.

TeamWork builds on Extender Workflow templates and applies to Sage 300 core modules, as well as third party modules developed in the Sage 300 SDK. You can enable approvals for many Sage 300 records, master files, batches and transaction headers.

How it works:

  • You configure approvals with workflow rules based on Sage 300 fields. You can add up to 5 sequential or parallel approvers.
  • Users can approve using the Extender workflow console in the Sage 300 desktop, or using the Extender Workflow Approval menu in the A/C Chat app.
  • For most records, users can also chat about the records, add documents in the chat, and approve within the individual chat in the A/C Chat app.
  • Documents added in the chat app can be viewed in the Sage 300 Desktop Screens.
  • Some records can be initiated in the A/C Chat app.

Special Requirements

  • TeamWork works in conjunction with the Workflow capability provided by Orchid Extender, Orchid (Information Manager) Notes, and the Chat capability provided by AutoSimply A/C Chat.
  • TeamWork can work with Extender Runtime if no other Extender features are being used, otherwise Extender Developer is required.
  • Users who approve records (in A/C Chat or the Extender Workflow Console) need to have a Workflow User licence. Each A/C Chat user needs to have an A/C Chat User license.
  • TeamWork requires Sage 300 to be installed, including the core modules related to the relevant workflows.
App Type

Packaged

Packaged

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

Workflow

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

Talk to your local Sage 300 partner Send message
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.