How to construct processes in the business management system Dynamics 365

How to construct processes in the business management system Dynamics 365

How to construct processes in the business management system Dynamics 365

It is possible that you are already aware of the fact that Dynamics 365 Business Central comes pre-loaded with a plethora of various templates that are designed to accommodate the most typical operations. If you investigate this further by going into your Business Central solution and browsing to the ‘Workflow Templates’ section, you will discover that there are a great deal of alternatives available to you in terms of pre-defined templates that are likely to cover all that you want.

In light of our familiarity with Business Central, we have discovered that the majority of our customers use the Purchase Quote Approval Workflow, the Purchase Order Approval Workflow, the Purchase Invoice Approval Workflow, and the Journal Entries Workflows.

Selecting the process will bring up a list of the stages involved in the workflow. When you are at this location, you have the opportunity to either customize or set the processes in accordance with the needs. It is essential to keep in mind that the template itself cannot be modified; however, you may begin a new workflow from the template and then modify it to make it more suitable for your needs. To do this, go to the “Workflows” menu, then pick “New,” then “New Workflow from Template,” and finally choose the template that you want.

As you look down, you will see that the Purchase Quote Approval Workflow is shown in the previous screenshot. The phrase “On Condition” indicates that the action “Then Response” should be carried out after this step has been finished. At this point, you will have the ability to make modifications to the settings, such as specifying the approval hierarchy or creating notification emails, among other things.

Changing the configuration of the ‘Add record restriction’ is the most frequent activity that the majority of people do. On the line that says “create an approval request for the record using approver,” put “Approver and approver limit,” and then type “Approver Chain.” From this point on, you have the option of changing it to either a salesperson/purchaser or an approver. When you are putting up the quotation, you will be able to determine who the first person will be by choosing them as the purchaser code if you choose to choose salesperson. This will allow you to choose who will be the first person to get the estimate. When you have a large number of individuals requesting it or when you want to send it to a variety of people rather than just the one who is inputting it, this comes in useful.

Upon closer inspection, you will see that this is a more centralised system, in which an administrative assistant creates quotations for various individuals working in various departments. This indicates that they will be required to choose the department to which it will be transported.

On the other hand, the approver is more of a decentralized approach. It is possible that there is an administrator in each department, which means that it is likely to be going to the person’s supervisor. This is because the approver decentralizes the approval process. If this is the case, they will not be required to choose a purchase code; rather, they will just approach the person who is the approver in the implementation.