One of the main reasons people use ERP systems in their companies is to save the amount of time they spend on their work, and in the process, speed up all their processes. One of today’s popular ERP systems is the Sage ERP X3 which omes with many time-saving and useful features like workflow notifications.
Define Sage ERP X3 workflow notifications
If you wonder what a Sage ERP X3 workflow notification is, they are emails that are generated based on triggers that have been previously set in the X3 system. The benefit of using these notifications is that the associated employee is informed about the event, who upon receiving the notification will be able to accordingly and quickly take action.
A typical example of a workflow notification is generating an email when a customer’s credit limit is changed by a user. Once complete, the notification is then sent to the Accounting Manager.
Here are a few tips a Sage ERP X3 consultant had compiled to explain the meaning of the above mentioned example, and how it actually works.
- A typical workflow notification has a box located on the upper right side of the screen. This is where you can choose if you want the trigger or the notification to be sent on the Creation, Modification or Deletion of the object or event of discussion.
- It is possible to send the notification to not only one person, but two recipients.
- The workflow notification has a message subject and body area where it is possible to include table fields. It is this feature that lets you customize the email you plan to send to the recipients.
- The above description describes a simple workflow notification. If required, you can also use the Workflow Events function for the more complicated workflow processes in your company. The benefit of this Workflow Events function is that it boasts of an extensive functionality which includes additional processes. An example of such a process is where a signature approval is needed to send the notification.
If you wonder why you should work with a Sage ERP X3 consultant, it is because technology is not always the main thing that differentiates between one business solution to another. Many a time, it is the partner you choose while you make the journey, who is usually someone you trust and will be able to depend on to reach your goals, which makes the difference!
If you are interested about, and want to learn more about setting up advanced workflow processes, we will be more than happy to help you out. All you have to do is contact us, and we will have someone from our team of Sage ERP X3 professional consultants teach you how to do so. If required, you can also head to our resource centers to learn more about the different tips, tricks and product information available about Sage ERP X3 system.
For more info on C2B Solutions visit our website http://www.c2bsolutions.co.uk/
Written by Ray Amoah – Sage X3 ERP Partner https://www.linkedin.com/in/raymondamoah/