TeamWork for Sage 300

Why Use It?

Real-time Communication

• Users can discuss Sage 300 transactions instantly, reducing delays in approvals or updates.

Improved Collaboration

• Teams across different departments can coordinate efficiently in a single chat platform, reducing the need for back-and-forth emails.

Better Tracking and Documentation

• Conversations can be logged in a structured way, and referenced later, to track decisions related to Sage 300 transactions.

Remote Accessibility

• Employees can access updates from anywhere, via mobile or desktop chat apps or in Sage 300 screens.

Use Case Examples

• Great for fast-paced environments, e.g. supply chain.
• Sales Operation team updates the Sales Order status, and warehouse personnel update the pick status.
• Drivers update shipment status and save proof of delivery images, automatically triggering invoicing.
• Customer, Vendor, and Item feedback is entered by and shared between sales, purchasing, and warehouse personnel.
• Request I/C stock usage or I/C Transfer from a chat without logging into Sage 300.
• Approve a Customer Credit Limit change.
• Request the creation of a new G/L account.
• Request and approve a purchase requisition.

Supported Transactions (Phase 1)

TeamWork Phase 1 (when fully delivered) will support Workflow+Chat for the following Sage 300 record types:

Accounts Receivable

• Create A/R Customers
• Change A/R Customer fields (e.g. credit limit, payment terms)

Accounts Payable

• Create A/P Vendors
• Change A/P Vendor fields

Order Entry

• O/E Quotes
• O/E Orders

Inventory Control

• I/C Internal Usage
• I/C Adjustments
• I/C Transfers
• I/C Shipments
• I/C Receipts

Manufacturing

• M/O Manufacturing Orders
• M/O Issue Material
• M/O Quality Control

Others

• Purchase Order
• Purchase Requisition

The TeamWork App

When used as part of TeamWork for Sage 300, AutoSimply's AC Chat App, designed specifically for smartphones or tablets, includes:

• Chat functionality
• Workflow functionality (a streamlined alternative to the classic version of the Orchid Extender Workflow Console.)

Using the App

Install from your device’s App Store (Google Play, Apple Store, Microsoft Store), then:

• Open the App, log in to Sage 300 using your saved credentials, select your Company
• View Chats that you are part of
• View a list of all open Workflow tasks assigned to you (or a group you are in)
• Select a task to display more detail
• Engage in a Chat with other team members about the workflow task
• Action the task, as configured (e.g. Enter a value and/or comment, Approve or Reject)
• Your responses are reflected in Sage 300, in real time
• See a refreshed task list each time you return to the main display