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Configure supported fields, approvals and reports around your factory process. Explore a purchase-rule example, implementation responsibilities and a practical demo checklist.
Optiwise describes configurable workflows, fields, approvals and reports for manufacturing teams. Start with a recurring handoff that has a clear record, decision and owner: a purchase approval, a receipt check or an exception report. Confirm the supported configuration in a demo using your own process.
This approach fits teams that can agree their operating rules and assign people to maintain them. If item codes, units, stock balances or approval responsibilities are unresolved, put that preparation into the implementation plan. Configuration cannot make an undefined process reliable.
Use this illustrative change request: purchases above an agreed threshold need a manager’s approval; each receipt needs an inspection-status field; a report shows records awaiting a decision. Ask the demo team to show which parts the proposed Optiwise configuration supports.
The purchase owner describes the approval threshold, the record it applies to and the exception that currently needs a follow-up. State whether the amount is before or after tax.
The configuration owner maps the requested fields, roles and approval path to the available controls. Record any requirement that needs an extension or integration before agreeing scope.
A buyer and stores user try a normal record, a missing required receipt field, an amount exactly at the threshold and an amount above it. Check the report and the correction path.
The process owner reviews the results, permission checks and unresolved gaps. Identify who may approve an exception and who may change the rule itself.
Publish the approved configuration through the agreed release process. Tell affected users what changed, retain the previous rule and define who handles a failed or disputed record.
Use these categories when scoping the work. They describe different responsibilities; they are not a claim that every example is included in every Optiwise setup.
| Work type | Example to discuss | What to confirm |
|---|---|---|
| Configuration | A field, approval rule or report using supported controls | Available options, permissions, testing and the person maintaining the rule |
| Extension | A requirement outside those controls | Development scope, upgrade compatibility, support and acceptance tests |
| Integration | An exchange with accounting, a machine or another application | Supported versions, record mapping, direction, retries and reconciliation |
Agree how missing data, changed records and failed integrations will be handled. Keep the implementation scope explicit about data cleanup, imports, training, support and changes after rollout. Ask for an export of the trial records and a recovery procedure before expanding the workflow.
Bring the current form, one completed example, an exception, the approval rule and the report your manager needs. Ask the people who will use the workflow to repeat the test on their intended devices. Record what was demonstrated, what needs configuration and what remains unresolved.
Map your manufacturing workflowIt means configuring supported fields, workflows, approvals and reports through the application’s configuration tools. Data preparation, permissions, integration and testing still need named owners.
No. Confirm whether a requirement is supported configuration, an extension or an integration. Ask for a demonstration and written scope for requirements outside the available controls.
Bring one current form, its approval rule, an example exception, the required report and the people responsible for entering and approving the record. Use redacted records to test the proposed workflow.