Atlantic DataSystems: Sage Web Chat for Visual Process Flows

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Contents Include:
- Overview of Visual Process Flows
- Demonstration of Working with AR & GL Visual Process Flows
- Demonstration of Customizing an Existing AP Visual Process Flow

General Ledger 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.
- 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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Atlantic DataSystems: Sage Web Chat for Visual Process Flows

  1. 1. Monthly Web Chat with Calvin O’Driscoll January 17, 2013
  2. 2. 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
  3. 3. 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.
  4. 4. 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.
  5. 5. 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).
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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
  12. 12. Q&A
  13. 13. Contact Details: Calvin O’Driscoll, ERP Manager (709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com For support: support@atlanticdatasystems.com

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