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7/26/2018 1
Sean Fleming, Sr. Solutions Engineer
Robert Lavery, Robert Lavery and Associates
Presented by:
Today’s Presenters
Robert Lavery | Robert Lavery and Associates
Sean Fleming | Net@Work
Senior Solutions Engineer
Webinar Details
• Presentation is roughly 30-60 minutes
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company
Goal of the Webinar
Provide you with tools to make changes in
line with your preferred business processes
within Sage 300.
Today’s Topic
Extended Configurations
• Adding the ability to alert people via email or Orchid
Notes when field values change.
• Adding security at a field level to ensure only the correct
people see data they are approved to see.
• Having the ability to report against any changes in the
database to get a smarter more secure system.
• Creating Simple Workflow
SF
Webinar Poll
• Answer the Polling Question
SF
Lets Take a
Live Look
Sage 300 3rd Party Solutions
Simple
Document
Management
7/26/2018 9
Thank You For Attending!
Kelly Hummel | Net@Work
Sage 300 Practice Director
(P) 800-719-3307
(E) khummel@netatwork.com
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Sean Fleming | Net@Work
Sage 300 Solutions Engineer
(P) 800-719-3307
(E) sfleming@netatwork.com
Be Sure to Register for the
Next Webinar in the Series:
Sean Fleming
Email: sfleming@netatwork.com
Register: netatwork.com/events
Questions…
• Automation & Workflow Series
• Document Management Series
• Warehouse Management Series
• Net@Work’s 3rd Party Series
Transform your business with Automated Cash Management - 8/8 (1pm ET)

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Unleash the power of Sage 300 with Extended Configurations

  • 1. 7/26/2018 1 Sean Fleming, Sr. Solutions Engineer Robert Lavery, Robert Lavery and Associates Presented by:
  • 2. Today’s Presenters Robert Lavery | Robert Lavery and Associates Sean Fleming | Net@Work Senior Solutions Engineer
  • 3. Webinar Details • Presentation is roughly 30-60 minutes • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
  • 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
  • 5. Goal of the Webinar Provide you with tools to make changes in line with your preferred business processes within Sage 300.
  • 6. Today’s Topic Extended Configurations • Adding the ability to alert people via email or Orchid Notes when field values change. • Adding security at a field level to ensure only the correct people see data they are approved to see. • Having the ability to report against any changes in the database to get a smarter more secure system. • Creating Simple Workflow SF
  • 7. Webinar Poll • Answer the Polling Question SF
  • 8. Lets Take a Live Look Sage 300 3rd Party Solutions Simple Document Management
  • 9. 7/26/2018 9 Thank You For Attending! Kelly Hummel | Net@Work Sage 300 Practice Director (P) 800-719-3307 (E) khummel@netatwork.com Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Contact your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below! Sean Fleming | Net@Work Sage 300 Solutions Engineer (P) 800-719-3307 (E) sfleming@netatwork.com
  • 10. Be Sure to Register for the Next Webinar in the Series: Sean Fleming Email: sfleming@netatwork.com Register: netatwork.com/events Questions… • Automation & Workflow Series • Document Management Series • Warehouse Management Series • Net@Work’s 3rd Party Series Transform your business with Automated Cash Management - 8/8 (1pm ET)