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ProE-SCM 365 Workflow

by YAVEON AG

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Workflow - Support processes efficiently

Lack of information, misunderstandings, and lengthy processes: Information deficits repeatedly block or delay your workflows, especially in cross-employee processes. This is a challenge, and even more so in a regulated environment. Customers must be able to prove that an item has been correctly managed. It can lead to increased workload.

Wouldn't it be nice if this all worked automatically? Workflows make this dream a reality - reliably, securely, and completely digitally.


The good news is that YAVEON ProE-SCM 365 Workflow can help.


Which kind of workflows are possible?

  • Periodic workflows: periodic jobs, periodic information - weekly reports
  • Information and alarm workflows: Customers with overdue credit limit, items below minimum stock
  • Process controlling workflows: structured item creation, structured customer creation, sales order release
  • Approval and release scenarios: sales quote approval, sales order release
  • Mandatory field management: item creation - Description, posting groups, prices
  • Authorization concept: Dual eye principle on release proceses.
  • Automatic system actions: Order confirmation print, error messages, order release with zero price, and production order creation after order release
  • Adhoc workflows: Informal workflow to share Information with another employee

Easy and simple setup

Via an Assisted setup you can setup the application in a few steps, including basic setup, E-Mail setup and predefined workflow templates with which you can collect your first expiriences or even use them for process control in your live system.
The following workflow templates are avaiblable right now.

  • Admin - Control Workflow
  • Admin - Info on erroneous Activity Lines
  • Admin - Info on erroneous Journal Lines
  • Admin - Info on new Com. Jnl. Lines
  • Purchase - Delayed Purchase Orders
  • Purchase - Unconfirmed Purchase Orders
  • Purchase - Info on Purchase Receipt
  • Sales - Check 0-Price on Sales Orders Release
  • Sales - Delayed Sales Orders
  • Sales - Check 0-Price on Sales Blanket Orders
  • Sales - Exceeded Credit Limit on Customers
  • Sales - Info on new EDI Sales Order
  • Sales - Info on new Sales Shipment (Invoicing hint)
  • Item - Item Creation
  • Item - Item List with underrun minimum inventory
  • Item - Check required fields

Advantages at a glance

  • Define and standardize workflows: Use workflow templates or define your own standard workflows. You can also automate processes without programming for Business Central and Add-Ons.
  • Stay informed: Is there an error in the goods receipt or an EDI error? When this happens, the relevant people are informed. Users no longer need to constantly check and search for errors.
  • Adaptable release: Release scenarios can be very simple or strict and multi-level. Release groups and the dual control principle support even the most complex variants effortlessly and facilitate your everyday work.
  • Meet regulations: Each individual workflow step is documented and ensures a detailed traceable process that you can also use as in-progress proof at any time. This helps during audits and provides security.
  • In-house setup: You can configure your processes without programming, like using a modular system, using events, entry and exit rules, along with actions and tasks that can be flexibly defined.
  • Monitor effortlessly: Keep a close eye on delivery delays, minimum quantities, or remaining shelf life. Workflows are triggered automatically to provide an overview and actively warn about potential system issues.
  • Automatic and reliable: Automatic and reliable workflows enable the timely completion of work processes, inform stakeholders about changes, and send notifications about critical situations.

At least YAVEON ProE-SCM 365 Workflow can also be combined with the YAVEON ProE-SCM 365 solutions like EDI, Automotive and Data Interfacing Platform.


Supported Editions:
Essentials and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries:
DE, US, CA, FR, BE, NL, GB, AU, SE, AT, CH, NO, IT, ES, TR, PA, AR, MX, PT, PE, CO, DK, PL, HK

Supported Languages:
EN, DE

At a glance

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