GBMS' Workflow Automation (WFA) enable companies to take a paper process, a decentralized electronic process, or a combination of both, and transform it into an integrated centralized web-based process that can completely automate daily business operations. Incorporating advanced exporting and reporting tools, the WFA module gives companies insight into their entire business pipeline, while reducing content errors, improving service quality and administrative effectiveness, as well as providing automatic exception reporting
Highlight of Features and Functions:
Automate any GBMS document... Pick and choose which documents in GBMS will support WFA. For example, if WFA is enabled for sales orders, the Workflow tab will appear for each order. Other examples of GBMS documents are Projects, Quotes, Requisitions, Purchase Orders, Item Master, and Work Orders.
Additional automation features include:
- Setting up defaults that will populate when a document is accessed / processed (e.g., automatically entering a project name)
- Creating custom validation codes that tie SQL code to a button. For example, fast-track customers that pass a defined credit limit
- Automatically email users when a document is moved to a specific state. For example, set up the system to automatically notify sales representatives when an order has been approved
Detailed workflow tracking and history... Record and track workflow history, such as date/time, the logged-in user, event description, and related notes. For example, quickly identify the last user who worked on the document. Additionally, you can optional document detailed notes for each workflow stage.
This product uses the Microsoft 2003 Server or better
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