Creating Transaction Workflow Rules

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Workflow | Contract Admin and Procurement.
  4. Click Contracts and Procurement sub-tab.
  5. Navigate to the Rules section at the bottom half.
  6. Click the Add button shown below the grid.
  7. Within the Rule form, enter the Rule Name and brief Description.
  8. Select the Module (eg. Procurement) that the rule pertains to.
  9. Select the Feature (eg. PO).
  10. Click Continue
  11. Select Subtotal or Total that will be used in the equation.
  12. Select the Expression (eg. Greater Than)
  13. Enter the Expression Value (eg. $5000 = 5000)
  14. Click Continue
  15. Click the Add Approver button and select an Employee (User) or PM Alias that will review the transaction. Note: Employees listed in the drop down will be those who have access to the feature (eg PO) and will not be the entire users list. The PM Alias option is the employee specified in the PM Contact field on the Project Details form.
  16. Repeat the last step if there are multiple people required to review the transaction. Note: Please see Rule Guidelines below for Multiple Approvers.
  17. Enter the number of work days by which transaction has to be approved after creation. Sage Construction Management will calculate the alert or due date based on the transactions issue date and the work days value.
  18. Click Continue
  19. Click the Save or Save and New button.

When Multiple Users Need To Approve Transactions

If there are multiple users that can approve the transaction but not all then use the OR condition.

If there are multiple users that MUST approve the transaction then use the And Condition. Be sure to select either Sequential or Parallel for the approval order. Parallel refers to no specific order when users can approve the transaction.

Required Implementation Steps

  1. Read workflow overview
  2. Enabling Transaction Workflow
  3. Creating Workflow Rules
  4. Copying an Individual Workflow Rule
  5. Copying Multiple Workflow Rules
  6. Editing Workflow Rules