Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Zubin Gidwani]

Are you proud of a process flow automation you have created?

• GP Workflows
• a workflow created from your document management solution
• Something you have created using Microsoft Flow?
• External processes amongst your various SAAS services using Zapier, Automate.io, Connexio, etc

We no longer live on islands of data, everything is starting to connect with everything else.
I would like to put together a showcase of examples of how GP customers are reaching out and simplifying tasks with workflow and integration tools.  

Please respond back if you have creations you could share with the GPUG community.

Thanks,
Zubin

——————————
Zubin Gidwani
Founder
Dynamic Budgets
Danville CA
——————————

[Kristen Hosman]

if you don’t get many ideas thrown your way talk with as he has many!??

——————————
Kristen Hosman
Dynamics ERP Consultant
Briware Solutions Inc.
Pine CO
——————————
——————————————-

[Shari Bruno]

?Hi

I have an approval workflow that we use in ReQlogic for one of our departments that has several managers and direct reports, and regularly expenses items to other departments that require approval from that department. The workflow covers requisitions, invoices, and credit card/employee expenses, and incorporates policy requirements for cash advances, gifts and honorariums, and expense empowerment? including empowerment levels for the other departments. The workflow ends with the Finance Department processes of verification by the Controller, and Operations, before landing in AP to complete the transaction, bypassing the last three steps if the document is a requisition, and auto creating the purchase order instead.

——————————
Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
——————————
——————————————-

[Michelle McDonald]

Last year we implemented an Accounts Payable automation software called PN3. 

Vendors email invoices as pdf attachments to our centralized invoices email box.  PN3 can read key data from many of the invoices (we had to do initial set up to get there), so some incoming invoices are automatically uploaded into PN3.  Invoices mailed to us or received not in pdf format must be keyed in by our A/P team.  A/P then routs invoices to managers for coding and approval, the approved invoices return back to our A/P team who upload them into GP, and payments are processed when due as usual.  There’s a tiered approval process, as some invoices require more than one manager approval.

With PN3 we can always tell where an invoice is, and how long it was held up along the way.  Managers get an automatic email at 11 am each day with a link to PN3 if they have any invoices to approve in their task list.  Our managers now approve their invoices more quickly (they know we are watching!)  We can search for electronic versions of invoices very easily, and we can determine who has handled an invoice.  We process about 100 invoices/week, and we actually had to let one of our A/P specialists go because this software so significantly reduced our manual entry time.

Not sure if this is of interest, but we’d be happy to discuss this process. 

Michelle

——————————
Michelle McDonald
Director of Finance
The Annenberg Foundation
Los Angeles CA
——————————
——————————————-

[Cheney Thomas]

Hi Michelle,
When you say your AP teams uploads them to GP, are you saying they are manually entering the invoices again in to GP, or is there a syncing option with your 3rd party system? How do the two systems talk to each other? 

thanks!

——————————
Cheney Thomas
AP Specialist
Asheville
——————————
——————————————-

[Theresa Rago]

We use a 3rd party product, CoreIntegrator, for several workflows.  We have automated the ap invoice approval process, creation of new vendors and new gl accounts.  I would love to share our creation/processes at Summit.

——————————
Theresa Rago
Manager, Financial Systems
CV Starr & Co, Inc.
New York NY
——————————
——————————————-

[Greg Hauenstein]

Zubin, do you still need any help with this?

——————————
Greg Hauenstein
Senior Account Executive
DocuPhase
Clearwater FL
——————————
——————————————-

[Shari Bruno]

?Hi

I didn’t see a workflow/process automation session in the list – but it has been a week or so since I looked. Is a session like this planned???

——————————
Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
——————————
——————————————-