During the latest SmartTalk, Cristi Womack, ERP Consultant, and Troy Vars, ERP Manager and Senior Development Consultant, shared valuable insights on Acumatica's advanced workflow functionalities.
Workflow, defined as the computerized facilitation or automation of a business process, can help organizations plan ahead and identify critical tasks, efficiently complete daily operations, and proactively identify potential issues. In 2023, Acumatica plans to release improvements to Visual Workflow, including out-of-the-box workflow and visual workflow customization, giving users even more flexibility in tailoring workflows to their unique business needs.
What is Workflow?
Acumatica Notifications have also undergone a transformation, being rebranded as Email Templates. The automation notifications have been renamed to reflect their new capabilities, and now include mobile notifications, extending notifications to a user's mobile device.
2023 Improvements to Visual Workflow
But it doesn't stop there - business events now go beyond email alerts. With Acumatica's enhancements, users can trigger tasks, mobile push notifications, SMS text messages, and import scenarios from generic inquiries. These functionalities unlock an entirely new level of customization and potential for workflow automation.
Acumatica Notifications Rebranded to Email Templates
Business Events aren’t just for Email Alerts Anymore
Overall, Acumatica's workflow capabilities continue to evolve and improve, helping businesses stay ahead of the competition and achieve new levels of efficiency and automation.
Cristi is an accounting consultant with CS3 Technology focusing on ERP assistance. She provides front line assistance for Acumatica ERP. She has extensive experience in documents process and procedures for clients.