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Search Results for "Automation"
Found 12 results
Recurring Document Flow
Recurring agreements, periodic occurrences, engine pre-checks, review queue and the AR / ETA / GL hand-off.
Recurring Document Flow A recurring agreement describes a customer or supplier arrangement that produces documents on a schedule: monthly su…AI Assistant Document Flow
Agent plan and automation proposal Approve/Reject/Execute, plus Functions/Models/Prompts Activate, Deactivate, Test run, Preview, Set as default.
…d </details <details class="egk-flow-section" open <summary Automation proposals (Configurations)</summary Configurations UI tabs proposals including a Rejected…Sales Document Flow
Quotation, sales order, delivery note, and sales return lifecycles.
Sales Document Flow Order-to-cash documents are enforced on Sales domain aggregates. Status names match API enums. Hub: Target Document Flow…Data Entry Standards
Conventions for consistent master data naming, coding, validation, and import quality across EGKits SaaS V10 modules.
…- Assign payment terms and credit limit at creation for AR automation. - Use External ID field for mapping to legacy system keys during migration. Financial tr…Vehicle Management
Enterprise fleet operations with trip lifecycle, live GPS, fuel insights, maintenance, smart dispatch, driver scorecards, and GL-integrated cost control.
…o route start, utilization balance, and driver conduct. SLA automation A background alert sweep detects trips overdue to start or complete (configurable grace p…CRM Document Flow
Lead and opportunity statuses with Qualify, Convert, Disqualify, Won, Lost, and stage moves.
CRM Document Flow Leads and opportunities (Sales domain statuses, CRM UI) use Actions menus for qualification and pipeline moves. Activities…Purchasing Document Flow
Purchase requisition through goods receipt and return — statuses, actions, approvals, and the Document flow timeline.
Purchasing Document Flow Purchasing documents use domain transition methods and status-gated Actions menus. Cross-document lineage uses the …Target Document Flow
Enterprise document lifecycle, statuses, actions, and UI synchronization across EGKits applications and modules.
Target Document Flow The Target Document Flow is the EGKits platform model for how business documents move from creation through completion:…Sales
Quotations, sales orders, delivery, and customer billing.
Sales Quotations, sales orders, delivery, and customer billing. Overview This guide covers sales workflows in EGKits SaaS V10. Follow the se…EGKits SaaS V10
Release highlights for EGKits SaaS V10 including documentation platform, module enhancements, and platform-wide improvements.
EGKits SaaS V10 Release Notes Release date: July 2026 Platform version: 10.0 Documentation version: 10.0 EGKits SaaS V10 is a major platform…Create Your First Invoice
End-to-end scenario tutorial for catalog setup, customer creation, and issuing your first sales invoice in EGKits SaaS V10.
Create Your First Invoice This scenario-based tutorial walks you through the complete order-to-cash path: enabling prerequisites, creating a…Tenant Setup Tutorial
Hands-on tutorial for provisioning a new EGKits tenant, enabling modules, inviting administrators, and validating go-live readiness.
Tenant Setup Tutorial This tutorial guides platform administrators and implementation leads through provisioning a production-ready EGKits t…