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.
On-premises Users and New Users
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.
Welcome
Lesson Notes
Introduction
Workflow Overview
Sample Workflow Scenario
Learning check
Introduction
Add a New Document
Hands-on: Add a New Document
Learning check
Introduction
Check notification
Hands-on: Check notification
Verify & Approve the Request by Approvers
Hands-on: Verify & Approve the Request by Approvers
Check Approval Status
Hands-on: Check Approval Status
Learning check
Introduction
Ledger Entry
Hands-on: Ledger Entry
Journal Inquiry
Hands-on: Journal Inquiry
Learning check
Summary & What's next?
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