Atlantic DataSystems: Sage Web Chat for Visual Process Flows
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Transcript of Atlantic DataSystems: Sage Web Chat for Visual Process Flows
![Page 1: Atlantic DataSystems: Sage Web Chat for Visual Process Flows](https://reader034.fdocuments.in/reader034/viewer/2022051514/54ba6cdf4a795979708b4602/html5/thumbnails/1.jpg)
Monthly Web Chat with Calvin O’Driscoll
January 17, 2013
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Agenda
• GoToMeeting housekeeping
• Overview of Visual Process Flows
• Demonstration of Working with AR & GL Visual Process Flows
• Demonstration of Customizing an Existing AP Visual Process Flow
• Q & A
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Housekeeping
• During the Webinar, all attendees will be muted and placed in listen only mode. This is to eliminate issues with background noise, which causes feedback to all callers.
• If you have a question, please enter it in the chat window and I will answer promptly during the Q&A session.
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Visual Process Flows
Visual Process Flows Notes:
• An interactive workflow diagram that shows the steps required to complete a task or process.
• Comes with standard process flows that are ready to use, and you can create your own custom process flows.
• Can help you increase productivity, reduce training costs, and standardize processes.
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Visual Process Flows
Visual Process Flows Notes:
• Light green buttons launch Sage 300 ERP user interface.
• Dark green buttons launch sub menus.
• White buttons launch functions from a different entity (i.e. If you are in order entry, you could launch a function from inventory control).
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Visual Process Flows
Using the GL Visual Process Flow:
• Open Visual Process Flows / GL Transactions
• Click light green batches button to launch batch list
• Click new button to create new batch
• Enter journal entry information and post batch as per typical process
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Visual Process Flows
Using the GL Visual Process Flow:
• Click dark green button to launch transaction reports & inquiries sub
menus
• Click trial balance button to launch report
• Click chart of accounts button to launch functionality
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Visual Process Flows
Using the AR Visual Process Flow:
• Open Visual Process Flows / AR Transactions
• Click light green invoice customers button to launch invoice entry window
• Enter batch number, add invoice details, and click add
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Visual Process Flows
Using the AR Visual Process Flow:
• Click dark green batch list button to launch report
• Click dark green aged trial balance button to launch report
• Click dark green customer button to launch customer inquiry interface
• Click white customer records button to launch customers interface
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Visual Process Flows
Customize the Existing AP Visual Process Flow:
• Open Visual Process Flows / AP Transactions
• Right click AP Transactions and select edit
• Click an object (Enter Vendor Invoices), click copy from menu, click paste
from menu, and relocate the button on the screen
• Click a text box (Vendor Activities), click copy from menu, click paste from
menu, relocate the text box on the screen, and rename label text box
• Click the text box, click link, select function (program & screen)
• Click Save As, name file, click close
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Visual Process Flows
Visual Process Flows Security:
• Open Administrative Services / Assign Visual Process Flows
• Select user ID
• Scroll down to custom process flows and select new process flow
• Click Save & close
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Q & A
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Contact Details: Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419 [email protected]
For support: