AP Automation with Dynamics AX - Intergen · Error reduction ... enablers EDI xity. AX Workflow ....
Transcript of AP Automation with Dynamics AX - Intergen · Error reduction ... enablers EDI xity. AX Workflow ....
Tony Young and Anna Davies 27 May 2010
AP Automation with Dynamics AX
AP Automation with Dynamics AX
Agenda
Why AP Automation
Automation and Workflow enablers for AX
Detailed look and comparison of 2 workflow components
Key takeaways
Understand the automation components available with AX
Understand there are sophisticated solutions for complex requirements
Understand that quick wins can be attained using the ‘out of the box’ automation features
Introduction
AP Automation with Dynamics AX
Why AP Automation
Reduce paper-based documents and transaction costs
Error reduction (processing and data entry)
Accelerate month end closures
Improve service levels with suppliers
AP Automation with Dynamics AX
AP Automation with Dynamics AX
Ensure a consistent process for processing and approving purchase documents
Visibility of the process, status tracking and history
Centralised work queue of tasks and approvals
AP Automation with Dynamics AX
AP Automation and Workflow
RFQ Purch Req’n
Purch Orders
AP Invoices
AP Pymts
AX Processes
Workflow Batch Server Alerts .Net Business Connector AIF
Adv Inv Work-flow &
Approval
Advanced Workflow &
Approval enablers
Automation & workflow enablers
OCR Advanced Automation
enablers EDI
Co
mp
lexi
ty
AX Workflow
AP Automation with Dynamics AX
AX Workflow Features
Flexible approval and
automatic actions
Multi-hierarchical workflows with parallel & serial sub-workflows
Reusable workflow
configurations
Automated notifications and
escalations Workflow status
and history tracking
Tree-based modeling
experience
AP Automation with Dynamics AX
Demo: Purchase Requisition workflow and approval within AX
MW Invoice Workflow
AP Automation with Dynamics AX
MW Invoice Workflow Features
Workflow task substitution Approval levels
by dimension combinations
Flexible configuration of workflow tasks and actions
Integrates with scanning and EDI
applications
Auto-posting of PO matched or trusted invoices
.Net client for non-AX
or remote users
AP Automation with Dynamics AX
Demo: Invoice workflow and approval with MW Solutions
AP Automation with Dynamics AX
MW Invoice Workflow – .Net Client
AP Automation with Dynamics AX
AX WORKFLOW
Comparison of AX and MW Workflows
A workflow framework, native within AX and operates across other modules, e.g. GL, AR, Projects
Suited to workflow simple document based or single journal batch approvals
Inflexible workflow participant actions, based on their role
MW INVOICE WORKFLOW
Suited for complex multi-level approval limits combined with dimension combinations
Handles the dynamic selection of most appropriate approver
Workflow status tracking and history all within a single screen
Inbuilt integration with scanning and EDI applications
Purpose built for AP invoice workflow and approval
AP Automation with Dynamics AX
Benefits and Summary Applies a consistent process for processing and
approving purchase documents
Visibility of the process via centralised work queue
Modular components that builds and extends upon existing capabilities
Quick wins can be readily attained
Questions
Thank you