3 minute read

Exploring Epicor P21’s Approval Workflows

Epicor P21 is advanced ERP (Enterprise Resource Planning) software designed specifically for distributors and manufacturers. One of the key features of Epicor P21 is the ability to support approval processes, which can significantly improve the efficiency and accuracy of business processes. In this blog post, we’ll take a closer look at how Epicor P21 supports approval workflows and how it benefits businesses.

Approval workflows in Epicor P21 are a series of predefined steps that documents or transactions must go through to be approved. This may include activities such as viewing, approval, and rejection by specific people or groups within the organization. Approval workflows can be configured for a variety of processes such as purchase orders, sales orders, invoices, and even custom processes tailored specifically to your organization’s needs.

The main advantage of using approval workflows in Epicor P21 is the automation of manual tasks. Instead of manually uploading documents and waiting for physical signatures, approval workflows automate the process by sending notifications to designated approvers. This speeds up the approval process and reduces the risk of errors or delays. It also provides a clear audit trail of all approval activities, making it easier to detect and identify any bottlenecks in the process.

Epicor P21 approval workflows can also be customized to meet your organization’s unique needs. This means companies can configure workflows based on their specific processes and requirements. For example, a company may require a purchase order to pass three levels of approval, while a sales order may require only one level. With Epicor P21, companies have the freedom to create approval workflows that align with their internal processes and policies. Additionally, Epicor P21 has built-in notifications and alerts, so approvers are immediately notified when a document requires their attention. This reduces the risk of missing approvals and ensures processes run smoothly.

Another benefit of Epicor P21 approval workflows is greater visibility and control over your processes. The software provides real-time tracking and reporting on what stage of the approval process a document is at. This allows companies to easily identify bottlenecks and take necessary actions to solve them. It also helps identify process inefficiencies and streamline it for future improvement.

Overall, Epicor P21 approval workflows provide companies with a robust and efficient approval management system. It automates manual processes, provides customization flexibility, increases visibility and control, and ultimately improves overall efficiency and accuracy.

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