Looking for more flexibility in the way you map out transaction workflows within Sage Intacct? Moving from Standard to Advanced Workflow might be the answer to your problems. Enabling Sage Intacct Advanced Workflow can open the doors to new possibilities and help you better manage all aspects of your workflow.

A few important considerations to keep in mind before we dive in:

  • Once you turn on Advanced Workflow, it cannot be reversed.
  • Turning on Advanced Workflow in one application automatically turns it on in all three applications (Order Entry, Purchasing, Inventory Control).
  • Because this impacts sub ledgers, GL postings, inventory stock-levels, and valuations, we highly recommend that you engage an experienced team to help you configure these changes.

Whether your company has already enabled Advanced Workflow or plans to do so in the near future, it’s important to understand all of the ways you can modify transaction definitions within the system. This will give you more control and visibility into your accounting rules, workflow settings, security settings, and other transaction characteristics.

Here’s a step-by-step guide for modifying transaction definitions within Sage Intacct Advanced Workflow.

Add a Transaction Definition

  • Go to Order Entry > Setup > More, and click the + sign beside Transaction definitions.
  • Enter the desired information in the applicable fields. At a minimum, you must enter a Template name in order to save the transaction definition.
  • If this transaction will post, enter the applicable posting information in the Posting configuration tab.
  • If you want to set document and/or user/group permissions for this transaction definition, enter the information on the Security configuration tab.
  • When you have completed entering the transaction definition information, click Save.

Duplicate a Transaction Definition

  • Go to Order Entry > Setup > More and click Transaction definitions.
  • 2. Click View next to the transaction definition that you want to copy.
  • The Transaction Definition: Sales page appears.
  • Click Duplicate.
  • The page displays in Edit mode and the Template name field is editable. This is the copy of the transaction definition.
  • Edit the applicable fields as desired. The Template name must be a unique name.
  • When you have completed editing the transaction definition information, click Save.

Import Transaction Definitions

  • Go to Company > Setup > Import data.
  • In the Import Transaction Definitions section of the Company Setup Checklist, locate Order Entry Transaction Definitions and click the Template link.
  • The template opens in Excel.
  • Prepare the CSV file for import. See Import Order Entry transaction definitions for detailed information.
  • When you are ready to import the file, return to the Company Setup Checklist and click Import next to Order Entry Transaction Definitions.
  • The Import Company Information dialog box appears.
  • Browse to locate the CSV file you want to import.
  • Specify the email address where results should be sent. If any records fail to import, you will be notified by email.
  • Select other options as needed.
  • Click Import.
  • One of the following will appear:
    • Import Success Notification – all transaction definitions were imported successfully. Click **Done** to dismiss the dialog box.
    • Import Error Notification – at least one transaction definition could not be imported.

Edit a Transaction Definition

  • Go to Order Entry > Setup > More and click Transaction definitions.
  • 2. Click Edit next to the applicable transaction definition.
  • 3. Edit the desired fields and click Save.

View a Transaction Definition

  • Go to Order Entry > Setup > More and click Transaction definitions.
  • To view inactive transaction definitions, select the Include inactive checkbox.
  • If you accessed this screen from the top level of a multi-entity shared environment, you can view transaction definitions created in all entities by selecting the Include private checkbox.

Want to know more about modifying transaction definitions using Advanced Workflow? The team at ACI Consulting is here to help. Reach out to us today to get your Sage Intacct questions answered.