Visual Process Flow for Sage 500 ERP

By | November 22, 2016

In Sage 500 ERP new feature has been added i.e. “Visual Process Flow”. The process flows gives us the better flow of steps for performing activities in 500 ERP.

New Stuff: – Migrate Customers from Sage 100 ERP to Sage 300 ERP

Purchase receive invoice

Visual Process Flow module comes with predefined process flows for most of the transactions covering Credit Card (CC), Purchase Order (PO), Sales Order (SO), Customer Return (CR) and etc…

We can design new process flow or customize the existing process flows.

To design a new flow go to Home à Visual Process Flow à Visual Process Flow Designer or just right click and Edit to customize desired process flow. This gives an ease to use designer and you can do anything like adding the new links to programs, change texts, colours, background etc. You cannot overwrite the standard process flow and you will have to save it with the new title.

Purchase order

Suppose, you need to add a Text in process flow, Select the shape and draw it on board as just like we do in paint, as we draw a shape options get enable to edit the shape

Now click on ‘T’ option at right corner of shape to enter the text in shape.

Maintain Customer

Enter the Text required to display in process and you can edit its font as needed.

maintain Item class

There are more to go ahead and design the new flows as you like, you can use more shape, logos, themes, background, button etc on it with its functionality link.

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Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com  along with Sage 100 Migration from Sage 50 US, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.