1. 9/13/2018 3:48 AM
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2. Workflows out of the box
9/13/2018 3:48 AM
Workflows out of the box
Stuart Glasson
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3. 1 2 3 4 Session objectives What is a NAV workflow
9/13/2018
Session objectives 1
What is a NAV workflow
Understanding setup options 2
Show you how it works 3
QUESTIONS 4
Explain the options for personalizing
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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.

4. Workflow Benefits & Capabilities
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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.

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

6. Approval Types Direct Approver* Approval Chain
First Qualified Approver*
Pool of Approvers
Approval Admin
Head Purchasing
User
Head Finance

7. Workflow basics Introduction to the designer Workflows – 3 ways
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Workflow basics
Introduction to the designer
Workflows – 3 ways
Build from scratch
Categories and templates
Importing/Exporting
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8. Purchase Invoice Workflow
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Purchase Invoice Workflow
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Journal Batch Approval
9/13/2018 3:48 AM
Journal Batch Approval
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Notification Types & Scheduling
9/13/2018 3:48 AM
Notification Types & Scheduling
Notifications
Notes
Scheduling – notify, not spam
Templates – presenting the right data
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. 9/13/2018 3:48 AM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.