Have you ever wished you could have reports available to those who need them – when they need them?

Wouldn’t it be nice to have an AR Aging Report sent when a client get within 10% of their credit limit?    Or a Purchase Order Action Summary report go out for Orders Entered Yesterday.  Or an Order Confirmation form e-mailed to the client when the Order Confirmation is created.  Did you know you could schedule Documents to be sent to your team or your customers?

Sage Alerts & Workflow uses embedded Crystal Reports for Form, Document and Report delivery.  Whether it is Invoices, Pick Lists, or Work Orders, most any of the Sage 300 standard reports can be automated with Alerts & Workflow.

Active Events, running as often as you might like, can monitor accounting activity and automate the Standard report or a Custom report to be sent to recipients of your choice.   Reports can also be scheduled to run at a particular time.  Want that special report to be on the CFO’s desk every Monday morning?  Create it and Schedule it to run with Alerts & Workflow Report scheduling.

Worried about those pesky parameters on reports?  Whether it is a standard Sage 300 report or your own custom report, Alerts & Workflow allows you to manage the Crystal Parameters.   Worried about managing a variety of Customer or Vendor e-mail addresses?  With Sage 300 optional fields, any number of e-mail address can me created, managed so they can be used inside a report or as a recipient address.

Net at Work has worked with many of our clients to assist them in designing, building and scheduling in order to take advantage of the reporting capability of Sage Alerts & Workflow.  If you are interested in finding out more about this product, please contact your Account Manager for additional information or to schedule a demo.

 On-Demand Recording & Slide Deck: Alerts & Workflow for Sage 300 ERP