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Change a rule. See the work change with it.

Describe the change, review its effects and test before activation. Owners, permissions and tasks follow the same process version.

01 CONFIGURATION

Luiz wants to review discrepancies before the ERP.

Today, Ana reviews the orders. The new rule moves that decision to the supervisor. Follow the change through to the first order in his queue.

AURORA DISTRIBUIÇÃO / ORDER RULEv1 in use
Luiz Mendes Sales supervisor
“When the email quantity differs from the document, I want to review the order before it is recorded in the ERP.”
TODAY · V1
Mismatched order
Ana RibeiroSales review
ERP registration
CHANGE TO REVIEW · V2
Mismatched order
Luiz MendesSupervisor approval
ERP after approval

One clear request. See how it changes the owner and the condition for recording the order.

01 / 04Describe the change
About this scenario

Aurora Distribuição, its customers and the people in this walkthrough are fictional. The data describes a specific operation to explain the platform; interactions take place on this page without accessing or changing external systems.

02 CONFIGURATION

The new rule preserves work already in progress.

Compare versions, test familiar situations and define which orders receive the change. Supported fields, owners and steps are adjusted in the platform. New integrations and specific actions are assessed with the implementation team.

How could this apply to your operation?

Let’s define your company’s process and connections.

Discuss my operation

People and agents. In one operation.