A workflow consists of an orchestrated and repeatable pattern of business activity. This is typically depicted as a sequence of operations, although it can also be segmented as the work of a person, a group, or an organization of staff. From a more abstract or higher-level perspective, workflow may be considered a view or representation of real work. The “flow” being described may refer to a document, service, or responsibility that is being transferred from one step to another. Workflows are important in that they standardize business processes so that a given activity is carried out in an identical fashion, regardless of who is performing the task.
The Enhanced Workflow features in Aptean Food & Beverage ERP bcFood Edition make it possible for you to ensure that business tasks are performed according to a desired order of operations in all scenarios.
Aptean Food & Beverage ERP’s Enhanced Workflow Feature
Aptean Food & Beverage ERP’s enhanced workflow features go beyond the workflow functionality in the standard Dynamics product. Set up a desired order of operations for all scenarios and make sure that activities are performed according to defined procedures.
Situational-dependent – multiple workflows can be defined for same activity, but according to different criteria. Depending on which criteria exist for a given transaction, Aptean Food & Beverage ERP automatically presents the proper workflow, ensuring that the necessary steps are followed in any situation.
Extensive features – specify mandatory values that must be entered before a record can be moved to subsequent workflow stages, lock fields to prevent changes once the record enters a given status, identify necessary permissions to progress a transaction to different stages, and more.
Automated assignment – set up workflows to automatically advance an activity to a new stage when certain requirements are met, streamlining the process in situations where user oversight is unnecessary.
Set up multiple sales order-based workflows that are triggered under certain criteria, resulting in a different sequence of stages when a sales order is created for a customer with a past due balance versus one that is current on its payments.