Here is the scenario I ran into:
A client asked us: What are workflows in Acumatica?
The Answer
In Acumatica you can automatically assign records (such as leads and cases) to users for distribution or further processing. Also, if the Approval Workflow feature is enabled you can use approval maps to assign documents (such as cash transactions, expense claims, time cards, and purchase orders) to authorized employees for approval.
Central Nervous Systems has pre-configured seven approval workflows as part of our Cloud ERP for consulting engineers in Acumatica.
1. Timecard Approval – Approval for employee timecards by employees’ supervisor
2. Expense Claim Approval – Approval for employee expense claims by employees’ supervisor
3. CRM Quoting Approval (Project Quoting) – Approval for quotes to customers
4. Project Change Order Approval – Approval for change orders on existing projects
5. Pro Forma Approval – Approval for Pro forma invoices used in project billing
6. AP Bill Approval – Approval for AP bills
7. Vacation Request Approval – Approval for vacation requests to be taken in the future
The Vacation request Approval is part of our Cloud ERP for consulting engineers Vacation request feature. For more information on this feature check out the blog entry here.
The approval workflow feature is digital. No more approving on paper and having the risk of having approvals buried on someone’s desk. As part of the approval workflow, you can set up approval notifications, by which an approver will receive an email notification each time a document requires their approval.
This notification can also be done through dashboards.
Dashboards allow the user to drill down and review their approvals easily and painlessly.
Should you have any questions or help with this feature please contact us.
Shah.