Front Line Systems

Sage 300 Support, Sage 300, HighJump Warehouse Edge Consultants

  • Home
  • ERP
    • Sage 300 ERP
    • Sage 300 (Accpac) Cloud ERP
    • Sage 300 Demo
    • Sage 300 Support
    • How Much Does Sage 300 Cost?
    • ERP Resources
      • Change Your Sage 300 Partner
      • Increase Your ROI on Sage 300
      • Get Your Sage 300 Year-End Guide
      • Ultimate Sage 300 Guide For Sage 300 Users
  • WMS
    • HighJump Warehouse Edge
    • Warehouse Efficiency Resources
      • 10 Ways a Warehouse Management System Will Increase Efficiency
      • How Does Warehouse Automation Improve Inventory Management?
      • How to Improve Warehouse Performance?
      • How to Increase Picking Speed In Your Warehouse?
      • Tribal Knowledge and Your Warehouse Efficiency
    • HighJump Data Sheets
  • Add-Ons
    • AP Automation
    • Business Intelligence Software
      • Anvizent Analytics
      • Sage Enterprise Intelligence
      • Solver BI 360
    • Credit Card Processing
    • Manufacturing Software
      • AutoSimply Manufacturing Software
      • MiSys Manufacturing Software
    • Other Add-Ons
      • Sage CRM Software
        • Sage CRM Demo
        • CRM Software Consulting
        • CRM Software: Discover How To Use Outbound Call Lists in Sage CRM
      • Document Management Software
      • EDI Software for Sage 300 ERP (Accpac)
      • Hotel Management Accounting Software
        • Hotel Accounting Software
      • Sage HRMS
      • PrintBoss Software
        • Video: PrintBoss Software for Sage 300
      • Projects for Sage 300
      • Avalara Sales Tax
      • Service and Maintenance for Sage 300 ERP
      • Web Stores for Sage 300 ERP
  • Contact Us
    • Contact Us
    • Sage 300 ERP Consultants (formerly Sage Accpac) | HighJump WMS Consultants
    • Meet the Front Line Systems Team
    • HighJump Warehouse Edge Client Testimonials
    • What Our Sage 300 Customers Are Saying
  • Visit Our Blog

February 26, 2018 by Front Line Systems Leave a Comment

Use Visual Process Flows To Train New Staff

Sage 300 Training: Visual Process Flows Continued

In our previous Sage 300 training article, we focused on a general overview of Visual Process Flows. In this Sage 300 training article, we will look at how you can use Visual Process Flows to train your new staff.

Sage 300 Training: How will Macros help you train your new staff?

How often do you accept all the default settings when printing a report? Probably not very often. Having to  change field setting when printing a report on a regular basis can be annoying for existing staff and confusing when new staff are learning their way around, in Sage 300. Thankfully, recording Macros in Sage 300 Visual Process Flows can help solve this problem.

Here’s how Macros will give you instant access to a print-ready modified version of the report:

Step 1: Let’s Record a Macro:
  • Navigate to the Top Menu in the Visual Process Flows screen and click Record Macro.

 

 

  • A screen will pop up that shows you where the Macro will be stored.

sage 300 training on visual process flows

Give the Macro a name, select your record mode and Click OK.

  • Navigate to the report you want to launch.
  • Make the changes you want to the fields in the report, to get the desired information and Click Print.
  • Once the process is complete, press the Stop Recording button.

  • A Visual Basic programming window will pop-up, outlining all the fields and steps you completed. You have the option to edit the parameters of the different fields in the Visual Basic window and save.
Step 2: Edit the custom Visual Process Flow screen to include the macro.
  • Now that the macro is recorded, let’s add it to the custom Visual Process Flow screen. We will start by adding a shape to the Visual Process Flow screen or select the existing shape or text that you want to link to the Macro. Click the Link button. A pop-up window will appear where you select the Macro.
  • sage 300 training on visual process flows macrosClick on the Ellipsis next to the Request field. Navigate to the Sage folder, click on the Programs folder and navigate to the Macros folder.
  • Select the Macro you recorded, save and then run it. When you Click on the Macro you will be able to see the data that you populated in the report instantly.

Sage 300 Training Bonus Suggestion: Attach links to documents and videos to train your new staff quickly

Sage 300 Visual Process Flows allow you to link to local files and URL’s on the web. So you could easily attach training documents (in pdf, Word, Excel format etc.), or link to short instructional videos for your new employees to preview directly from the Visual Process Flows screen.

Please note: If you are trying to pop-up an Microsoft Excel spreadsheet from your Visual Process Flows screen, Excel needs to be installed on your workstation.

Are you currently using Sage 300 Visual Process Flows? How have you used them to train new staff at your business?

For further information on Sage 300 Training, please contact Front Line Systems at 866-435-0243.

About Front Line Systems

Front Line Systems is a business technology consulting firm, with headquarters in Minneapolis, Minnesota. We are dedicated to helping businesses solve their accounting, manufacturing and warehouse concerns. We believe that your business has an amazing capacity for innovation and growth and that technology can help get you there.

Front Line Systems is a technology partner that solves problems and creates solutions for the life of your business. We provide CRM Software and CRM Consulting Services, ERP Software and other Business Technology solutions in Minnesota, Wisconsin, Virginia, DC, Maryland, Connecticut (New England)and serve clients across the US. Contact us at 866-435-0243 today.

Filed Under: sage 300, Sage 300 ERP

Leave a Reply

Your email address will not be published. Required fields are marked *

Get Answers to Your Accounting, Manufacturing and Warehouse Problems. Contact Us Here.

Fill out my online form.

Sign Up For Our Sage 300 Tips & Tricks Newsletter

Register Below

* indicates required

Search For:

Read Our Latest Blog Posts

  • Sage 300 version 2022 product update 2 – What’s new?
  • What’s New in Sage 300 version 2022 – Product Update 1

Why Front Line Systems?

We believe that your business has an amazing capacity for innovation and growth and that technology can help get you there. Front Line Systems is a technology partner that believes in solving problems and creating solutions for the life of your business.   Learn More

Quick Links

Sage 300 Success Stories
Sage CRM Software
Hotel Software
Manufacturing Software
Meet the Front Line Systems Team
Warehouse Management Software (WMS)
Privacy Policy
Blog
Sitemap

Partnerships

Korber Partner

Sage Business Partner

Contact Us

Front Line Systems, Inc. is a Sage 300 and HighJump Warehouse Edge (a Körber product) partner. We are headquartered in Minneapolis, MN and have offices in Virginia and Washington DC. We serve clients across the United States. If you need Sage 300 support or would like a new warehouse management system don't hesitate to contact our team today.

Front Line Systems, Inc.
Phone: (866) 435-0243

Copyright © 2023 Front Line Systems, Inc.