How can a client company add an additional step to their Order Entry workflow when using a Quickstart workflow?

The answer is based on the premise that Quickstart workflows in Sage Intacct are predefined and may not allow for extensive customization directly within their structure. Utilizing advanced workflow functionality is the correct approach because it enables the user to create, modify, or enhance workflows beyond the limitations imposed by Quickstart options. In this case, by implementing advanced workflows, the client can introduce additional steps tailored to their specific order entry processes, which provides greater flexibility and control over how orders are managed.

Advanced workflows offer sophisticated conditional logic, notifications, and approvals, allowing for a customized process that aligns with the client’s operational requirements. This adaptability is critical for businesses that need to evolve their processes as they scale or as customer demands change.

Other options, such as manual adjustments or third-party software, do not directly create a new workflow step within the existing order entry framework as efficiently or effectively. Manual adjustments may address specific instances but do not constitute a permanent solution within the workflow. Third-party software could introduce complexity and integration challenges rather than enhance the existing workflow directly within Sage Intacct. Modifying existing transaction definitions could impact other areas and might not achieve the intended outcome of seamlessly adding a step to the workflow. Thus, leveraging advanced workflow is the optimal solution for the client's needs.