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