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Automated Workflows - Powerful workflows. Working smarter not harder.

Topics: ERP

Posted on Aug 18, 2016 2:00:00 PM by Exact Macola

This is the 4th part of the six-part 10.4 Release blog series:

  1. 10.4 Overview
  2. Workspaces 2.0
  3. Financial Consolidation & Accounting
  4. Automated Workflows
  5. Business Intelligence & Forecasting
  6. CRM

To recap, the 10.4 release provides enhancements and new functionalities that continue Macola 10’s promise of new core business functions, streamlined activity and process management, and create a more robust—and a more personalized—user experience.

In all, Macola 10.4 boasts 51 new features that empower you to collect more meaningful data, provide more powerful business intelligence with greater actionable insights and enable decision making to reduce expenses, improve efficiencies and increase profits. But let’s get back to Automated Workflows...Automated Workflows

If actions and decisions inside a company are not aligned, processes are disrupted and competitive edge is lost. Macola 10.4 includes enhancements to existing workflow management tools that help to organize and drive all of your internal business processes. By making individual workflows and corporate goals visible, an organization can spot redundancies and decrease errors while simultaneously increasing productivity. At any time, work can be viewed or remarked upon and alerts can be generated to avoid bottlenecks and ensure follow through.

Automated workflows allow you to take control of your business processes and gain visibility into complex flows that previously were made up of manual flows and disparate processes that may have broken links and rely on emails and pieces of paper. Utilizing workflows allow your business to take control of those processes and gain visibility into where critical information is located at any given time.

Let’s take a look at a few of the Automated Workflow features that you will find in Macola 10.4...

Every employee has his or her own workflow comprised of many activities requiring attention. The “My Workflow” acts as a to-do list for them—or you—to be able to manage the day:


From here you are able to pull up the details of the request and see what action needs to be taken:


You can then update the request with notes and link it to other important data in your Macola 10 solution such as customers, items and documents:


This ability to tie requests to a multitude of data points creates a web of linked information that allows you to see requests from almost any other area of the solution:


From here we can drill down and see all the requests tied to Grindcore Coffee Shop.

Requests can have multiple steps and be routed dynamically to either specific people, based on rules, or to groups of people that are in a certain functional role.

Workflows can be used in a myriad of different ways and can be linked to ERP transactions, as well, such as approval workflows that create a purchase order once a manager has approved it, or any other type of transaction that requires approval or interaction before it takes place.


The different uses for workflow are almost endless. And there are many out-of-the-box workflows that can help your business get started with simple, but powerful, business critical processes. From tracking vacations to appointments with customers, Macola 10.4’s automated workflows help you spot redundancies and decrease errors, while simultaneously increasing productivity.

View the Automated Workflow Video »

The ERP Blog covers the impact of Enterprise Resource Planning (ERP), business software and accounting solutions on organizations in the manufacturing and distribution industries.

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