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