Online customer workshops


Thursday, 22nd April 2021, 10:00am - 11:30am

  • How to set up Workflows for Record Modification/Document Approval
  • How can you require approval for a change to a Customer/Vendor/Item?
  • How to prevent a user from releasing an order above a certain value?
  • The different approval routes to set up, including:

- Approval Chains (Value Limited)

- Direct Approvers

- Approval Workflow Groups

  • How to set up and delegate Approvals to Substitutes
  • How to set up Email Notifications for Approvals
  • How to Accept/Reject/Cancel Approvals