1/2 Day

Overview
The Forms functionality within Unit4 ERP allows you to design and build electronic forms which can be utilised within the system and take advantage of system functionality such as workflow to provide a controlled digital alternative to traditional paper-based forms.

Typical examples would include a request for a new Supplier or Customer Record.  The form can be populated and routed through the system to the correct approver levels for validation checks prior to the new record is created on the system.

Course Agenda

• Overview of forms and how they can be used within Unit4 ERP to automate and replace paper-based processes.
• How to create a Form Attribute
• Creating an auto numbering sequence for the Form
• Controlling user/role/client access to the Form and its administration
• Adding the Form to the Menu
• How to attach documents to a Form
• Overview of Forms in workflow i.e. Approval Processing etc.

Cost per Attendee = €250 / £200

 
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