Block credit note posting until accounting manager approves.
Block SO confirmation when customer receivable exceeds credit limit.
Block SO confirmation when any line has discount exceeding threshold %.
Block vendor bill posting when amount exceeds threshold.
Block PO confirmation when amount_untaxed exceeds threshold.
Block SO confirmation when untaxed amount exceeds threshold. Manager must approve.
Block inventory adjustment when quantity change exceeds threshold.
Daily archival of draft customer invoices not touched in 30 days.
Auto-archive stale draft stock transfers older than 30 days.
Automatically archive employees who departed more than 30 days ago.
Automatically archive draft and cancelled quotations older than 90 days
Auto-archive helpdesk tickets closed for more than 30 days.
Automatically archive fleet vehicles in terminal states after a configurable period
Auto-assign a default technician when a new FSM task is created without assignees.
Auto-assign department manager as leave request approver.
Auto-assign a responsible technician when a maintenance request is created.
Auto-assign a default account manager on new subscription sale orders.
The Extended Attachments module by Majorbird significantly enhances the user experience by providing a funtional 'Download' button in the Attachment Kanban view.
Schedule a screening call activity when a new application is received
Auto-assign sequential code (ANA-00001) to analytic accounts via Sequence Rule Engine.