Use this procedure to create a custom visual
process flow.
Before
You Begin
To create a custom visual process flow
Warning You
must click Save Process Flow to save changes made in the Visual
Process Flow Designer.
-
Select Visual Process Flows
Setup menu > Visual
Process Flows Manager.
-
If you have existing custom
process flows, click Create a Custom Process Flow to start the
Visual Process Flows Wizard. If you do not have an existing custom
process flow, the wizard starts automatically.
-
Proceed through the pages
in the wizard.
-
The name given
to the process flow must be unique.
-
When you enter
the name for the process flow, spaces will be replaced by underscores.
This name will not appear for users of the process flow. They
will see the menu description.
-
The menu description
must be unique for the selected module. For example, you cannot
have two process flows for Accounts Receivable with Process
Invoices as the menu description, but you can have one Process
Invoices process flow in Accounts Receivable and another in Accounts
Payable.
-
On the last page of the wizard,
select the check box to access the designer before clicking Finish.
-
Use the Visual Process Flows
Designer to customize the process flow.
-
Click a text box to
move or resize it. Double-click a text box to edit the text.
-
Select an object and
use the toolbar to perform commands such as Copy and Paste.
-
To link an object
to a Sage 100 task:
- Select the object and click the
link button.
- Click the selection button next
to the Function field.
- Select the module, menu, and task.
- Click OK.
For more information
on using the designer, click the Help menu on the designer toolbar and
select Help site.
-
When you are finished editing
the process flow, click Save Process Flow. To exit the designer
without saving your changes, click Exit Designer Mode.
The process flow is saved under the Custom Process
Flows menu in the applicable module.
