Friday, December 9, 2016

Vendor Approval Workflows added in NAV 2017

New Workflows added in NAV 2017


Hi All,
    Today i came with amazing article in NAV 2017.

First of all, I would like to say thanks to NAV developers to add the amazing workflow templates.
Guys, I don’t know about you but earlier I developed one Item Approval workflow in NAV 2016 for production, and I know the cost, but now it’s a standard functionality added by NAV itself, and that's why i would like to share with you all.
The new templates are:
Ø Vendor Approval Workflow.
Ø Item Approval Workflow.
Ø Item Unit Price Change Approval Workflow.
See the bellow screenshot for better understanding.




Walkthrough: Implementing Workflow Events and Responses

Introduction

Microsoft Dynamics NAV Workflows enable you to model real-life business processes like best practices or industry-standard practices. Ensuring a customer’s credit limit has been independently verified or requiring a two-person approval for a significant vendor payment are both examples of these.  Workflow can be thought of as the movement of documents or tasks through a work process. Workflows in Dynamics NAV focus on three main building blocks and almost any workflow process, short or long, is likely to be comprised of steps related to these three blocks.  They are:
·         Approval, approval leaves a work task, item or document in an blocked or unapproved state until approved by a suitable person in your organization
·         Notification, notifications tell users that something has happened and/or that they need to take some kind of action
·         Process automation, process automation means executing a process routine and have the Dynamics NAV system calculate something or perform an action

The workflows in Dynamics NAV are represented by Workflow Events and Responses.  The smallest workflow is the pairing of a single Event and a Response.  Simple workflows could be
·         When a new customer is created, email the sales person responsible for that region to alert them to the new customer.
·         When a new vendor is created, email the purchaser person responsible for that region to alert them to the new vendor.
·         When a purchase invoice exceeds $250, email the financial controller to alert them

More complex workflows are built of chains of events and responses.  Examples could be
·         When a Purchase Invoice exceeds $250, put the purchase invoice on hold until it is approved by a manager.
·         When new customers are created, block them until they have had a credit check performed.
·         Once a purchase document has been approved by the accounting manager, automatically post it to the Dynamics NAV system.

Note: in all the examples above, you can see a “when something happens, do something” pattern.  This is the “Event and Response” model and is the simple but effective design behind Dynamics NAV workflows.

Events and Workflow Events

Perhaps confusingly, Dynamics NAV 2016 introduces two new event concepts.  Events and Workflow events.  The two are distinct but often coupled together to build solutions.  Dynamics NAV Events allow you to write code which will be called when an event occurs – this is called subscribing to an event.  An example could be to subscribe to the OnCreate trigger for a table and writing code which will be called whenever a new record is created.
Workflow Events typically use Platform Events as their trigger, but are richer.  Workflow events are registered in the workflow engine and show up in the workflow designer.  Microsoft recommends that Workflow events be written at a higher level of abstraction than Platform Events, for example while OnCreateNewCustomerRecord makes a suitable platform event, a good workflow event could be AfterOverduePaymentIsPosted.

Scenarios

Demo 1 - Enable the workflow & response in the NAV system

The scenario of this part of the demo script is to show managing workflow events & responses from a Dynamics NAV system to build a workflow.  This task is typically performed by super users.
AIM:    Create a workflow from Workflow template for Vendor creation.
Demo 1 — Enable the workflow event in the NAV system
Managing workflow events from a Dynamics NAV system.  An entire workflow is comprised of binding a Workflow Event and a Response together and then enabling it.
This Setup can be done from Workflows, or Workflows Templates.
In My demo, I used workflows.
Follow the bellow steps to achieve earlier aim.
Ø  Create users, [See the bellow screenshot for better understanding].






Ø  Create Approval User Setup and Notification Setup, [See the bellow screenshot for better understanding].




Note:            You have to also setup SMTP mail setup for sending Mail.
                        In NAV 2017 NAS/Job queue must be start from services, unlike NAV 2016.



Ø Type workflows in search box and select the relevant link, Click the “New Workflow from Template” action from Home Tab under New Group.
Ø  A Workflow Template Dialog Box will appear, now expand the “Purchase and Payables” Category and select the “Vendor Approval Workflow”, [See the bellow screenshot for better understanding].





Ø  Now MS-VENDAPW-01 Vendor Approval Workflow window will display, now you can give your condition but in my case I didn’t give because I need whenever a vendor will be created by SATYANARAYNA user that time I need a notification to BINESH.SINGH for Approval the Vendor.
Ø  Make enabled true to run the workflow, See the bellow screenshot for better understanding.




Ø  Once the workflow created and enabled it looks like





Ø  Testing the workflow: Login with SATYANARAYANA.V user and create a new vendor, send the Approval request.







Now See the bellow screenshot for Approval request got the BINESH.SINGH User.



Now he can able to Approve, Reject, Delegate also he can see the Record by clicking the Open Record.
Ø  I already setup for emailing also for user BINESH.SINGH, So he got mail, See the bellow screenshot for better understanding.









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