Workflow automation
Automated where it matters, governed everywhere.
Every automated action below is a real, evidenced behavior — event-driven rules, conditional approval routing, and status guards that are already running in the product, not a roadmap of what automation could eventually do.
Control-loop register
Trigger → evaluate → govern → execute.
Trigger
A business event occurs
Evaluate
Policy and thresholds run
Govern
Permissions and duties are checked
Execute
A state change or handoff completes
Running across
What the automation engine is
Vercentlabs' workflow automation is a governed command registry — reusable, permission-checked primitives for approval routing, separation-of-duties enforcement, and status-transition guards, shared across modules rather than hand-coded per module as ad hoc if-statements.
Rules you can inspect
Automation with a trigger, a guard, and an accountable outcome.
Each example below is already evidenced in the product. The system makes the decision path explicit instead of hiding it inside an ad hoc script.
Event-triggered actions
CRM lead scoring and assignment
A captured lead is scored and routed by policy the moment it arrives — no manual triage queue.
Quality auto-hold
A failed inspection automatically places an inventory hold on the affected batch, serial, receipt, work order, or return.
Sales approval auto-cancel
Revising a quotation automatically cancels any pending approval on the prior version.
Conditional and threshold-driven workflows
Threshold-based quote approval
Discounts above a configured threshold route to approval; everything below clears automatically.
Procurement exception routing
A matching failure automatically opens an exception case in the governance control tower.
Manufacturing policy toggles
allow_overproduction and backflush_materials policies govern how strictly production posting is enforced.
Approval chains and separation of duties
Self-approval blocking
Enforced structurally across Accounting subledger postings, Procurement requisitions, Assets capitalization/disposal, Projects time entries, and HR leave/payroll — not a policy document, a system rule.
Maker-checker on payroll and journals
The preparer of a payroll run or a journal entry cannot be its approver.
Status transitions and guards
State-machine-guarded lifecycles
Manufacturing work orders, Procurement requisitions, and Sales orders move through defined states that can't be skipped out of order.
Completion guards
A Projects entry can't be marked complete while tasks remain open; a Manufacturing work order can't release without proven component availability.
Cross-module handoffs
Idempotent Sales-to-Accounting handoff
A confirmed order's invoice request is idempotency-keyed, so a retry can't create a duplicate invoice.
Manufacturing-to-Stock posting
Material issues and finished-goods receipts post as real, FK-linked stock movements automatically as part of production posting.
Procurement-to-Accounting gating
A vendor bill can only be created once matching against the purchase order and receipt actually clears.
Bring one of your workflows
See where Vercentlabs can automate it—and where a human approval should remain.
Cross-module by design
Rules that follow the work, not the application boundary.
Automation uses the same governed primitives while each module contributes its own business events and state transitions.
Governed from trigger to outcome