Workflows & Automation

How workflows work in this app

Workflows are automations built on the ERP AI auto-builder. They listen for a trigger (a record created, a button pressed, a schedule) and then run a chain of nodes that read and write records. When you see a button in the app, like Complete Work Order or Convert to PO, it is usually wired to a workflow.

Core manufacturing workflows

MRP Run

The planning engine. You start it from the MRP Run page (or the workflow screen). It:

1. Reads demand from sales order items and open work orders.
2. Nets against supply — on-hand inventory, open purchase orders, and planned orders.
3. Writes MRP Requirement Lines with gross, on-hand, net, and planned release quantities and dates.
4. Creates Planned Orders flagged as make (manufacture) or buy (purchase).

Open MRP Run workflow →

Convert Buy Planned Orders

Turns buy-type planned orders into purchase orders so procurement can source the material. Run this after an MRP run when you're ready to procure.

Open Convert Buy Planned Orders →

Convert Make Planned Orders

Converts make-type planned orders into work orders for the shop floor, pulling BOM components into the work order.

Open Convert Make Planned Orders →

WO-2 Issue Components

Issues the components of a work order from inventory (creates stock ledger entries and reduces on-hand). Run this when the shop floor starts consuming material.

Open WO-2 Issue Components →

WO-3 Complete Work Order

Completes a selected work order. It prevents duplicate completion, creates a completion stock ledger entry, adds finished-good quantity to inventory, marks the work order complete, and closes its components.

Open WO-3 Complete Work Order →

Job Cards Creation

Creates job cards from a work order's routing operations for labor reporting. Currently inactive — can be activated from the workflow screen.

Inventory workflows

Workflow	Status	What it does
Inventory Reservation	Active	Reserves inventory for sales orders and work orders so allocation is visible before issue.
Stock Transfer to Ledger	Active	Records stock transfers between warehouses into the stock ledger.
Stock Adjustment to Ledger	Active	Posts stock adjustments (scrap, damage, count variance) to the ledger.
W20 · Inventory snapshot maintenance	Inactive	Scheduled snapshot of inventory balances for reporting.

Order-to-Cash workflows

Workflow	Status	What it does
W10 · Sales order approval routing	Active	Routes sales orders through approval based on amount or customer rules.
W12 · Shipment and COGS posting	Active	Posts shipment and cost of goods sold to the ledger when you ship.
Invoice Creation	Active	Generates customer invoices from shipment or order data.
W13 · AR invoice generation	Inactive	Alternate AR invoice generation flow (not currently enabled).
W14 · AR invoice posting	Active	Posts generated AR invoices into the general ledger.
W15 · Cash receipt application and posting	Active	Applies received payments to invoices and posts cash.
W16 · Invoice payment status sync	Inactive	Syncs payment status back to invoices (not currently enabled).

Procure-to-Pay workflows

Workflow	Status	What it does
W31 · Goods receipt + QC routing + GR-IR posting	Active	Receives goods, routes to quality control, and posts GR-IR (goods receipt / invoice receipt) to the ledger.
W31 — Goods Receipt posting - New	Inactive	Newer goods receipt posting variant (not currently enabled).
GR to Inventory and Journal	Inactive	Alternate goods receipt to inventory and journal flow.
W33 · Bill approval routing + posting	Active	Routes supplier bills through approval and posts them.
W35 · Vendor payment + posting	Active	Pays supplier bills and posts the payment.
W42 · Tax filing posting	Inactive	Posts tax filing entries (not currently enabled).

Running a workflow manually

1. Open the workflow from the Workflows list in the app sidebar.
2. Check the trigger — button workflows run from a record or page button; manual triggers have a Run button on the workflow screen.
3. Press Run (or the record button) and watch the execution log.
4. Verify the result — for example, after WO-3, check the work order status and the new inventory quantity.