Microsoft Dynamics NAV News & Tips
Sales and Purchase Document Approval in Microsoft Dynamics NAV

Would you like to speed critical documents through your sales and purchase processes, standardize approval workflows, and enforce approval limits?

With Microsoft Dynamics NAV, you can set up e-mail approval chains, define approval limits, and even substitute approvers to keep critical business processes moving.

Paper-based approvals can slow business to a crawl when critical documents such as sales and purchase orders are lost, misplaced, misrouted, or left sitting in inboxes when approvers are out of the office. Sales and Purchase Document Approval in Microsoft Dynamics NAV speeds order processing and helps make sure the right people are making approvals with e-mail notifications for quotes, sales and purchase orders, invoices, credit memos, blanket orders, and other important documents. Documents can reach approvers wherever they get e-mail, so your business can keep moving without delays.

• Gain better traceability and control over document approvals without losing flexibility in the approval process.
• Approve or reject documents with a single click and add explanatory comments before forwarding the document to the next approver.
• Designate an approval limit for each individual or role in your e-mail approval list to help ensure that employees only approve expenditures that they are authorized to approve.
• Send approvers e-mail notifications of pending approvals, along with links to documents that need approval, and view the list of your outstanding approvals and deadlines. You can also set up automated notifications for completed, cancelled, rejected, and delegated approvals.

See a video demonstration of document approvals in Microsoft Dynamics NAV 2009.

For additional information, please contact Mike Packard, Integrated Computer Systems Support, at mikep@ics-support.com or 425-284-5426.

 

Sales and Purchase Document Approval in Microsoft Dynamics NAV speeds order processing and helps make sure the right people are making approvals with e-mail notifications for quotes, sales and purchase orders, invoices, credit memos, blanket orders, and other important documents.