The reference feature gives you the option to show data related to a request field in the request. As an example, we can display a phone number, email or address details of an account when it has been entered into the workflow request .
Using the existing Free fields in Exact Synergy Enterprise you can browse on Items, Projects, Tax codes, People, Assortment, Requests, Documents, Accounts, Contacts and Transactions. And display information that is related to this data.
The cost for this enhancement is $955. Maintenance of $175 per year.
Purchase the “Workflow Browser or Cascading Prompts” tool and get this functionality with no additional cost. We will include 30 minutes of training / installation assistance with this tool.
Installation by your staff should take approximately 10 minutes. A Manual is included will provide guidance with the self-install process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days.
This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request that will be using this functionality. This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.