Change your workflow—Standard

When you configure Order Entry, Purchasing, or Inventory Control, you select a workflow that determines how users interact with the system. The workflow determines the types of transactions that users can create, how those transactions flow through the system, and the back-end accounting that happens as a result of each transaction.

By default, when you first configure Order Entry, Purchasing, or Inventory, you are asked to select a standard workflow. If needed, you can change your installed standard workflow.

Change your installed standard workflow

1. Go to Company > Admin and select Subscriptions.
2. When the Subscriptions page displays, select the relevant application from the list (either Purchasing, Order Entry, or Inventory Control), then select Configure. This displays the configuration page for that application. If you do not see the application you want listed on the Subscriptions page, contact your Intacct representative.
   
3. In the Workflow section, select Change workflow.
4. After a few seconds, the system displays the dropdown menu again with each of your workflow options available. To view a scenario of a particular workflow, select that workflow.
   • A diagram displays that illustrates the workflow progression and shows the status of a transaction at each step along the way.
5. Select the workflow option you want and then select Apply workflow.

The system automatically ports over to the new workflow any transactions you've already made.