Visual Process Flow for Sage 300 ERP

By | September 20, 2012

Sage 300 ERP has bunch of new features; one of the feature Visual Process Flow caught my attention and it’s truly amazing! The process flows provide a clear view of the steps that’s needs to be followed while performing any activities.

The module is integrated with system security and every process flow should be individually assigned to users before they can view or use it.  To assign; open Administrative Services > Assign Visual Process Flows.   Select User and process flow that needs to be assigned to the users.

The module comes with predefined process flows for most of the transactions covering GL, AP, AR, PO, OE, Bank and IC.  But this doesn’t stop here.  The existing process flows are customizable; just  right click and Edit on the desired flow. This opens up a easy to use designer and you can do anything like adding the new links to programs, change texts, colors, background etc.

You cannot overwrite the standard process flow and you will have to save it with the new title.  Ensure that the custom process flows are stored under Sage 300 ERP programs folder i.e. Sage\Sage 300 ERP\ProcessFlow\ENG otherwise you may not be able to assign it to the users.

As you can see I was able change text of Vendor Records to My Company Vendor Records.  Then I added a new link to Vendor Groups.  There is much more to do so go ahead and design the way you like it!