• Publish date: August 31, 2021

  • Last update: October 31, 2022

About this course

Infor OS Workflow: Document Approval integrating with SunSystems Ledger Entry

  • This course introduces you to Infor OS Workflow and guides you through different document approval workflow scenarios so you can effectively apply this handy tool to automate processes and eliminate bottlenecks in your daily operations.

  • This course explores Infor OS Workflow, a powerful tool that can be used to automate various business processes, such as document approval. Infor OS Workflow can also integrate seamlessly with other Infor applications like Document Management and SunSystems Ledger Entry.

  • Through a combination of informative lectures and hands-on exercises, you can gain the expertise to automate document approval processes, which can eliminate the need for manual approvals, reduce backlogs, and streamline processes, thus improving overall productivity.

Who should take this course?

On-premises Users and New Users

As many Infor solutions, such as Sunsystems, Q&A, ERP CloudSuites, and EPM, have undergone a significant shift to the cloud, the importance of understanding the capabilities of Infor OS, the core operating service platform that powers these solutions, cannot be overstated. This knowledge is crucial for both existing on-premises users transitioning to the cloud and new users joining the platform. Understanding features like workflows is essential for maximising the potential of these cloud-based solutions and ensuring a seamless transition for both technical and business roles. It is a smart investment.

Why take this course?

  • The underlying database and architecture of SunSystems now run on the Infor OS platform, which provides core services like user management, security, analytics, workflow, etc. that power all Infor applications, including SunSystems.

  • The SunSystems Ledger Entry module, which handles general ledger transactions, now leverages features of Infor OS-like workflows behind the scenes. This handy tool allows mundane business processes like document approval to be automated and integrated seamlessly across modules and systems on the Infor OS.

  • This particular IOS-4 course teaches how to configure workflows on the Infor OS to automate the approval of ledger entries in SunSystems before posting.

  • Understanding Infor OS is important as its capabilities can be leveraged to streamline and connect previously disparate pieces of the SunSystems solution, thus boosting operational efficiency, reducing the risk of error, and focusing more on strategic initiatives.

Course curriculum

    1. Welcome

    2. Lesson Note

    1. Introduction

    2. Workflow Overview

    3. Sample Workflow Scenario

    4. Learning check

    1. Introduction

    2. Add a New Document

    3. Hands-on: Add a New Document

    4. Learning check

    1. Introduction

    2. Check notification

    3. Hands-on: Check notification

    4. Verify & Approve the Request by Approvers

    5. Hands-on: Verify & Approve the Request by Approvers

    6. Check Approval Status

    7. Hands-on: Check Approval Status

    8. Learning check

    1. Introduction

    2. Ledger Entry

    3. Hands-on: Ledger Entry

    4. Journal Inquiry

    5. Hands-on: Journal Inquiry

    6. Learning check

    1. Summary & What's next?

    2. Help Us Improve Your Learning Experience

About this course

  • 26 lessons
  • 0.5 hours of video content
  • 3 hours to complete
  • Published: August 31, 2021
  • Updated: October 31, 2022

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