Workflow – Page 3 – Pardaan.com

Approval Workflow Setup and Process in Microsoft Dynamics NAV 2017

Workflows are a list of steps, each step consists of workflow events, workflow condition and workflow responses. Companies require documents to be approved before they can be released or sent to the customers, vendors etc. E.g If a Purchase order has total amount above 10000, an…

1 November 2017

Dynamics NAV & BC Tips & tricks

Send Email with attachment to the vendor as a response in Purchase order workflow in NAV 2017

In this article, a workflow response is created in the standard purchase order workflow. This response sends an email to the vendor after release of the purchase order i.e when the send approval request of the purchase order is approved by the authorized approver, the status…

8 June 2017

Dynamics NAV & BC Tips & tricks

NAV 2017 Workflow Purchase invoice approval

Learn how Microsoft Dynamics NAV can be setup with 2 workflows as part of the same business process. One workflow requires approval for a purchase invoice using the approval setup, which will notify the first direct approver. Upon approval of the purchase invoice, the invoice will…

16 May 2017

Dynamics NAV & BC Tips & tricks

NAV 2017 Workflow Purchase invoices

Learn how Microsoft Dynamics NAV can be setup to automatically post a purchase invoice, create a Payment Journal Line, and notify a specified user, all upon changing the Purchase Invoice status to ‘Released’. This video walks you through how to setup a workflow process for this…

3 May 2017

Dynamics NAV & BC Tips & tricks

NAV 2017 Workflow Customer Credit Limit Approval

Learn how Microsoft Dynamics NAV can be setup to enforce an approval procedure for automatically routing a change in a customer’s credit limit. Bron : Advanced Business Systems Lees meer...

17 April 2017

Dynamics NAV & BC Tips & tricks

Dynamics NAV Workflows

Dynamics NAV 2016 and Dynamics NAV 2017 offer the ability to do workflows. Dynamics NAV 2017 takes what was offered in NAV 2016 a step further and introduces the Workflow Wizard to assist in the setup of workflows. To use approvals in the newer versions of…

22 March 2017