Better managed, controlled and streamlined

Control and streamline more processes in your business- Scenario ideas for agilesWorkflow

With agilesWorkflow in Microsoft Dynamics NAV, any process can be better managed, controlled and streamlined. AgilesWorkflow can be utilized across all of your business and in any area of Microsoft Dynamics NAV, and works seamlessly with other add-ons. Workflows are not hardcoded, instead they setup in the user interface, avoiding costly customization. Your only limit – your imagination!

Examples of scenarios

Functional Area

Financial Management

Scenario

  • End Of Month Workflow
  • End Of Year Workflow
  • New Fixed Asset Workflow
  • General Journal Approval
  • Payment Journal Approval
  • Cash Receipt Journal Approval
  • Customer Credit Limit Exceeded Notification
  • Employee Expense Workflow
  • New Bank Accounts

Functional Area

Jobs

Scenario

  • New Job Workflow
  • Job Completion Workflow
  • Job Budget Notification
  • Project Delay Notification

Functional Area

Service

Scenario

  • Service Order Process
  • Service Follow Up Notification
  • Contract Management Workflow
  • Service Task Notification
  • Price Update Process and Approval

Functional Area

Sales

Scenario

  • New Customer Workflow
  • Customer Field Change Notification
  • Credit checking Workflow
  • Over Credit Limit Notification
  • Contract Management Workflow
  • Sales Order Entry Workflow
  • Sales Quote Approval Workflow
  • Sales Quote Follow Up Workflow
  • Credit Claim Workflow and Approval
  • Back Order Workflow
  • Overdue Shipments Notification
  • Sales Order Profit Notification
  • Special Order change Purchasing Notification
  • Pre Sales shipment Workflow
  • Price Expiration Notification
  • Price Update Process and Approval

Functional Area

Resource Planning

Scenario

  • New Resource workflow
  • Resource Journal Approval

Functional Area

CRM

Scenario

  • Customer Complaint Workflow
  • Opportunity Management Workflow
  • Monthly Account Mgt. Phone Call
  • Campaign Management Workflow

Functional Area

Purchase

Scenario

  • Purchase Order Approval
  • New Vendor Workflow
  • Purchase Invoice Matching and Approval
  • Pre Receipt Workflow
  • Delayed Receipt Notification
  • Requisition Worksheet Approval
  • Received Not invoiced Notification
  • Foreign Order Workflow
  • Special Order delay Sales Notification

Functional Area

Warehouse

Scenario

  • New Item Workflow
  • Pick and Despatch Workflow
  • Reorder Stock Notification
  • Transfer Order Process
  • Stocktake Workflow

Functional Area

Manufacturing

Scenario

  • Product Development Workflow
  • Quality Control Workflow
  • Production Planning Workflow
  • Overdue Production order Notification
  • Scrap Amount Notification
  • BOM change Notification
  • Delayed status Change Notification

Functional Area

Human Resources

Scenario

  • Employee Recruitment Workflow
  • Employee Dismissals Workflow
  • EOY Payroll Workflow

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