1. Kerry Rosvold, Innovia Consulting
Workflows Sound Great, But How Do You Actually Use Them In The Finance Department?
Kerry Rosvold, Innovia Consulting

2. Session objectives
Understand workflow basics Learn how to set up and use workflows Get workflow ideas to take back to your company

3. Workflow basics

4. Three types of workflows
Notification Approval Automation

5. When Then
Simple – single event and response Complex – chain of events and responses

6. Workflows out of the box
Purchase Documents
Purchase Quote workflow
Purchase Invoice workflow
Purchase Invoice Approval
Purchase Credit Memo approval
Purchase Return Order Approval
Purchase Order Approval workflow
Blanket Purchase Order Approval Workflow
Sales Documents
Sales Return Order Approval workflow
Sales Quote Approval workflow
Sales Order Credit Limit Approval
Sales Order Approval Workflow
Sales Invoice Credit Limit Approval
Sales Invoice Approval Workflow
Sales Credit Memo Approval Workflow
Blanket Sales Order Approval workflow
Integration
Incoming document workflow
Finance
General Journal Batch Approval
General Journal Line Approval
Sales and Marketing
Customer Credit Limit change approval
Customer Approval workflow
Administration
Overdue approvals

7. Three ways to create a workflow
Template From Scratch Import/Export

8. Advanced workflows Not every option is pre-designed WorkFlow Events
AddEventToLibrary
HandleEvent
Can be built by developer

9. Setup for workflows

11. Approval hierarchy

12. Failed test

13. Passed Test

14. notification

15. approver groups

17. Job Queue

19. Reading a workflow

25. Workflow demos

26. https://youtu.be/qtwGlSrUC3I

27. More resources about workflow
How Do I: Create and Use a Workflow for Incoming Documents in Microsoft Dynamics NAV2016? How Do I: Perform a two person approval for printing checks with Microsoft Dynamics NAV2016

28. challenge
Stuart Glasson is the program manager who seems closest to this part of the product. As you may have noticed, the design is very heavy on the approvals side. Stuart has said Msft could use our help with coming up with real world business scenarios for workflows. You all have all sort of ideas, I know. Let’s spend the next few minutes making a list for him. I’ll be sure to follow up and post this out on Collaborate to extend the conversation to the rest of the NAVUG world, and will personally pass on the final list to Stuart.

29. Thank you
Contact information Kerry Rosvold, Innovia Consulting

30. Final reminders
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Enjoy the Conference!