Workflows
Your process. Built, not coded.
Day in, day out — the same steps, run the same way, every time. A phase-based workflow builder makes that happen without a developer in the loop.
acme.wyattsystems.com/workflows/quote-to-cash
1Quote Phase
2Sales Order Phase
3Invoice Phase
+ Phase
Selected phase
Quote Phase
3 steps
1
Quote Details
DYNAMIC_FIELDSEnter quote date, customer, currency, and representative.
- Quote date· Date
- Customer· Customer
- Currency· Currency
- Representative· User
2
Quote Items
QUOTE_ITEMSAdd quoted products with customer pricing.
- Line items· Item rows
- Barcode scan· Scanner
3
AuthorizationAuthorization
AUTHORIZATIONApprove the quote before converting to a Sales Order.
- Auth type· Digital signature · Message
- Approver· User
Visual builder
Compose the day.
Open the builder. Drop in the phases your team actually runs — quote, authorization, sales order, invoice, payment, shipment. Configure each step’s fields and authorization in place. Save. Your team runs it tomorrow.
Conditional logic
Branch on the data, not the gut feel.
Transitions evaluate against any field on the record — amount, customer tier, region, payment status, any custom field. Approval gates live on transitions, not as separate processes. Standard orders flow through; the ones that need a second pair of eyes get one.
Custom fields
Capture what your business needs.
Add the fields each step needs without touching the schema. Required-ness, validation, and visibility configurable per step — a workflow can ask for a PO number on one step and a delivery window on the next. No migration, no developer.
Templates
Start from one. Bend it to fit.
A library of templates ships with the product — quoting, full-lifecycle, quick-replenishment, scheduled service, change orders, more. Pick one as a starting point; the builder does the rest.
Audit
Every step. Every actor. Every override.
The execution log records every transition, every approval, every field change, every override. The questions an auditor or a customer might ask are already answered.
See your process on the canvas.
Bring a workflow your team runs today and we’ll draw it together.