NexCommand AINexCom Knowledge Base
Module guide

Workflow & Automation

Configure workflow states, transitions, assignments and notifications against the correct record type. Define which role may act at each step and test the complete lifecycle in staging.

System AdminUpdated 12 October 2026Configuration-aware guidance
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How this module fits your work

Configure workflow states, transitions, assignments and notifications against the correct record type. Define which role may act at each step and test the complete lifecycle in staging.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result

Rules, workflows & execution

Setup & Templates

Frequently asked questions

Why do I see fewer links in ERP?
The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
Does saving finish the process?
No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
Where do I report an error?
Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.
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