Every business has rules for how transactions should move from one step to the next. Orders may require approval before fulfillment, invoices may need review before release and different actions may become available depending on a document’s status. When those rules are difficult to configure, businesses may depend on manual reminders or custom development.
Acumatica expanded its visual workflow capabilities as part of the 2022 R2 release. These enhancements gave administrators and developers a clearer way to view, configure and manage workflows across Acumatica Cloud ERP.
Watch the video to see how Acumatica’s visual workflow tools help businesses create more structured processes.
The visual workflow editor presents the lifecycle of a document through connected states, actions and transitions. Instead of reviewing configuration details only through code or separate settings, users can see how a record moves through the process.
A workflow may include:
This visual structure makes it easier to understand the current process before making changes.
Different organizations may use the same Acumatica screen in different ways. One company may require additional approval steps while another may need unique actions based on the transaction type or customer.
Workflow tools allow qualified users to modify how records move through Acumatica without rebuilding the entire screen. Actions can be added or removed while conditions can determine when an option becomes available.
The visual editor also helps users review the relationship between each state and transition, reducing the chance that an important step will be overlooked.
A structured workflow helps employees understand what should happen next. The system can limit unavailable actions, guide users through approved steps and maintain a clearer record of how each transaction progressed.
Visual workflow tools also make it easier to evaluate processes as business requirements change. Administrators can see the existing structure, identify needed adjustments and test updates before applying them to daily operations.
Watch the video above to see Acumatica’s visual workflow enhancements in action, then talk with 3Value about configuring Acumatica around the way your business works.