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BENEFITS

• Easily automate business processes.

Denecustomworkfowstostandardize

andstreamlineyourorganization’s

businessprocessesandstayagileatthe

sametime.

• Simpliy compliance management.

Createworkfowstoaddresscurrentrisk

andcompliancescenarios,andhelpensure

thatemployeesareollowingyour

organization’sbestpractices.

• Quickly create workfows using

templates. Useout-o-the-boxtemplates

toquicklycongureworkfowsor

commonbusinesstasksandactivities,

withouttheneedordeveloperassistance.

• Proactively monitor business activity

with alerts. Easilycreatealertstohelp

monitorkeyeventsromanyMicrosot

DynamicsAXrecordorromapredened

template.Withautomaticnotications,

yourpeopleareawareobottlenecksand

cantakequickactiontoresolvedelays.

• Provide fexible delivery or alerts. Give

peoplethenoticationinormationthey

needinavarietyoways—aspop-up

windows;e-mailmessagesthroughMicrosot®OceOutlook®orthrough

theirRoleCentersviatheMicrosot

DynamicsAXclient;orbyusingEnterprise

PortalinMicrosotDynamicsAX.

Workow and Alerts in Microsot Dynamics AX

Automate business processes and improve productivity by helping your people

manage and track key business events. With Microsot Dynamics® AX 2009,

people across your organization can create and standardize workows and set

alert rules that deliver automatic notifcations or critical tasks and actions.

Workow

Streamlineprocessesacrosstheorganizationbydeningworkfowsthataddresscurrent

businessneedsandthatrefectyourorganization’sbestpractices.Helpensurethatall

tasksandapprovalsoccurinthecorrectsequence,andcongureescalationpoliciesto

preventworkfowsromstalling.Youcaneasilyreassigntasksorapprovalstoanotheruser.

Reviewtheautomaticallycapturedworkfowhistorytoveriythecurrentstatusand

evaluateworkfowperormance.

Workfow and Alerts

Alerts

Youcanextendtheunctionalityocustomworkfowstoincludeautomaticnotications,

whichinormspecicindividualsaboutitemsthatrequireattention.Bysimplychecking

theirRoleCenters,peoplecanquicklyseenotications,prioritizetheirwork,and

respondquickly.

Employeescansetalertruleswitheasy-to-usetemplatesthataredesignedtohelp

managebusinesspriorities.Forexample,youcandeneanalerttosendnotication

whencertaincriteriaaremet,suchaswhenacustomershipmentarrivesorwhenan

accountpaymentisdelayedbyacertainnumberodays.Userswithadministrativerights

canalsocreate,modiy,anddeleterulesorothers.Forexample,awarehouseleadmight

setanalertorawarehouseemployeethatsendsnoticationoanimpendingdelivery.

Workflow output and alerts

Workflow history 

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For more inormation about Workfow and Alerts in Microsot Dynamics AX, visit

www.microsoft.com/dynamics/ax.

FEATURES

Thisdocumentisorinormationalpurposesonly.

MICROSOFTMAKESNOWARRANTIES,EXPRESS,IMPLIED,ORSTATUTORY,ASTOTHEINFORMATIONINTHISDOCUMENT.

06/2008

Embedded workow

ramework 

• CongureworkfowseasilywithanembeddedworkfowrameworkbasedonWindows®Workfow

Foundation.

• Deneautomatedapprovalorspecicdocuments,suchaspurchaserequisitions.

• Viewandtrackthestatusandhistoryospecicworkfowinstancesanddetermineichangesare

neededtoimproveeciency.

• Provideemployeeswithacentralizedworklistthatshowstheworkfowtasksandapprovalsassignedto

them.TheworklistisavailableintheMicrosotDynamicsAXclientandEnterprisePortalinMicrosot

DynamicsAX.

Out-o-the-box templates • Quicklystandardizebusinessprocessesusingout-o-the-boxtemplatesor:

• GeneralLedger—generaljournal,allocations,xedassets,andxedassetsbudget.

• AccountsReceivable—paymentjournal,drawbilloexchangejournal,protestbilloexchange

 journal,redrawbilloexchangejournal,remittancejournal,andsettlebilloexchangejournal.

• AccountsPayable—invoiceregister,invoiceapprovaljournal,invoicejournal,paymentjournal,draw

promissorynotejournal,redrawpromissorynotejournal,remittancejournal,andsettlepromissory

notejournal.

• TradeandSource—purchaserequisitionapproval.

• ProjectAccounting—projectpurchaserequisitionapproval.

• ExpenseManagement—cashadvancerequesttemplate,expensetemplate,non–projectlineitem

workfowtemplate,andprojectexpenselineworkfowtemplate.

Workow confguration • Congurebusinessprocessesusingworkfowtemplates.

• Sequencetaskandapprovalworkfowelementstoestablishworkfowprocesses.

• Enterinstructionsandotherinormationtoassistuserswithworkfowactions.

Unifed Work List • Arrangeandviewworkfowitems,alertnotications,andactivitiesinonelocationromtheMicrosot

DynamicsAXclientorromEnterprisePortalinMicrosotDynamicsAX.

• Previewinormationoranitemandselectanavailableaction.

• NavigatetotheassociatedEnterprisePortalinMicrosotDynamicsAXWebpageortheMicrosot

DynamicsAXclientormtoviewallitem-relatedinormation.

Role-based alert

confguration

• Individualscansetalertsortasksandeventscriticaltotheirjobs.

• Userswithadministrativerightscancreate,modiy,anddeletealertrulesorspecicusers,andassignalertrulestoothers.

Easy alert setup • QuicklycreateanalertruleoranyrecordinMicrosotDynamicsAX.

• Easilysetupnewrulesbasedonsharedtemplates.

Multiple monitoring

capabilities

• Setalertstoreceivenoticationswhenspecicvalueschange.

• Setalertsboundtopredeneddates,suchasthenumberodaysbeoreaneventoraspecicdate

ateraneventistooccur.

Conditions fltering • Applyconditionstorulessothatalertsappearonlywhenconditionsaremet.

Flexible notifcation

delivery

• Receivealertsthoughadedicatedinbox,pop-upwindowsinMicrosotDynamicsAX,orase-mail

messagesinOutlookwiththeabilitytoviewalertdetails.

Quick access to alert details • Quicklyndinormationpertainingtoanalert,suchaswhenitoccurredandwhy,andthebeoreand

atervaluesoachange.

• Viewtheormwherethealertruleissetuptoseemoreinormation,suchasanewcustomerrecord

thattriggeredthealert.

• AccessalertsusingEnterprisePortalinMicrosotDynamicsAX.