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Acumatica / SharePoint Workflows


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Hello.

 

I am looking for general guidance at this point to understand a direction to go:

 

We currently use SharePoint for workflows to send notifications to different departments for rejected materials / issues.

 

Example:

Step 1: Enters Rejected Material ( Item  / Date / Issue / Vendor / Comments / Etc.

Step 2 - Upon submission email is routed to QC to address concern and confirm there is an issue with the material / item

Step 3: Email triggered from Step 2 to Purchasing - Purchasing will review  / comment / discuss with vendor and comment on “Vendor Action” 

Step 4: If needed, email will go to shipping for resolution - ship back to customer etc. 

Step 5 - Close out Issue

 

Any of the above steps can be bypassed by any group if they feel they don't need involvement. This is the general flow, but wondering if any one has any experience with something similar in the system / module or should just stay with SharePoint.

 

Thanks

 

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