9/11/2018 4:10 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

1 2 3 4 Session objectives What are NAV Workflows 9/11/2018 Session objectives 1 What are NAV Workflows Understanding setup options 2 Dive into building workflows 3 QUESTIONS 4 Upgrade & distribution © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow Benefits & Capabilities 9/11/2018 4:10 AM Workflow Benefits & Capabilities Consistency Reduced Cycle Time Check State Conditional Processes Automation Anywhere, Anytime © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Let’s talk about pre-req setup Users SMTP Approval User Setup Workflow User Group

Approval Types Direct Approver* Approval Chain First Qualified Approver* Pool of Approvers Approval Admin Head Purchasing User Head Finance * Means supports limits

When/Then & the designer 9/11/2018 4:10 AM When/Then & the designer Introduction to the designer Creating workflows Build from scratch Templates Importing/Exporting © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

A note on events ... Integration Events Workflow Events Subscriber Publisher Workflow Events Subscribe Publisher AddEventToLibrary HandleEvent

Workflow building blocks 9/11/2018 4:10 AM Workflow building blocks Events Responses Options Conditions Dynamic filter page/Response ”Group” Control of flow Indentation Or Loops Restrictions Workflow combinations © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

My first workflow 9/11/2018 4:10 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Events & Responses

Workflow building blocks - review 9/11/2018 4:10 AM Workflow building blocks - review Events Responses Options Conditions Dynamic filter page Control of flow Indentation Or Loops Restrictions Workflow combinations © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow as a Customization Extension 9/11/2018 4:10 AM Workflow as a Customization Extension Deployment format Use code (as done for template workflows) or an XML file to import Workflow definition, table relations, categories, events and responses Are loaded many times Subscribe to published integration events Table relations, events, responses and categories libraries Creating the workflow itself Check for data existence before re-creating it Packaging Use the commandlets © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Top 5 upgrade considerations 9/11/2018 4:10 AM Top 5 upgrade considerations Document Approvals are replaced by Workflows Approval Templates are Workflows Additional Approvers are now Workflow User Groups Approval hierarchies are unchanged Only sales and purchase document approvals are covered by upgrade scripts Custom approvals and custom limit types need to be re-implemented By making approvals, restrictions and other responses part of a library of responses, upgraders should take advantage of out-of-the-box functionality and save time Note: open approvals will be cancelled when running the upgrade scripts. Handle these cases before running. © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.