(384) Infor OS Workflows and APIs - Leveraging the Information Flow (1 Time Only)
The InforOS system is a powerful tool when connected to your SX.e/CSD system. Using workflows we monitor daily operations; looking for items that have automatic inventory adjustments, orders that go on hold, customer billing terms making sure all ship to locations match, letting purchasing know a shipment is late, etc.. Not only can you monitor these items, in many cases you can call the APIs and change the records to match your defined business process directly from the InforOS workflow.
If you deal with eCommerce and allow customers to order product that is superseded/DNR, then you have seen an 'e' hold order get stuck and miss your delivery truck. Learn how you can allow automatic approval of an order that's in 'e' hold status and receive a notice that it was released from a workflow. Ever wanted to change a terms code in the customer billing record and want that same terms code to automatically apply to all ship to records. -- Learn how to leverage a BOD to call an API and make these changes without user intervention. This scenario is frustrating to users. SX.e makes an automatic inventory adjustment to avoid going negative on hand. The next day the transaction would have fixed itself with a credit issued. Now we show product on hand that is not in stock. A customer service disaster! Learn how to use a workflow with an API call to find the auto adjustments and notify the manager to review the transaction and retrain the user on the cause.