Microsoft Dynamics NAV’s Incoming Document helps the user to efficiently upload and reference outside documents within their ERP database. Incoming Documents may be attached to unposted documents or journal lines and follow the posting to the resulting entries throughout NAV, notably posted documents and ledgers.
Learn how Microsoft Dynamics NAV can be setup with 2 workflows as part of the same business process. One workflow requires approval for a purchase invoice using the approval setup, which will notify the first direct approver. Upon approval of the purchase invoice, the invoice will be released automatically which triggers the 2nd workflow.
Learn how Microsoft Dynamics NAV can be setup to automatically post a purchase invoice, create a Payment Journal Line, and notify a specified user, all upon changing the Purchase Invoice status to ‘Released’. This video walks you through how to setup a workflow process for this in Microsoft Dynamics NAV2017.
Since end of October, the latest release of Microsoft’s ERP solution Dynamics NAV 2017 has been available. Many of the new features help to simplify users’ daily work with the system – including in financial accounting. Particularly significant new features include a new PayPal link in invoice documents and the upgrading of the OCR service which was introduced in the 2016 version.