altus alliance 2016 - webapps for expenses + procurement
TRANSCRIPT
ALTUS ALLIANCE 2016WebApps for Expenses and Procurement
Your Presenter
Jeff RintoulSenior Application Consultant
Agenda• Functionality Overview• Comparing
Procurement Processes• NAV Setup for Web
Apps Procurement
WebApps Eliminates BottlenecksEmpower users to efficiently complete their tasks• Provide non-Nav users role-specific access to ERP• Focused menus and ‘next step’ workflow• Initiate purchase requests and inquire on financial
results online in real time
WebApps Eliminates BottlenecksBefore submitting a request, users see the remaining budget• Purchase, payment and expense requests submitted
online• Budget consumption broken down by completed and in
process transactions
WebApps Eliminates BottlenecksRequisition management workflow and inquiry• Request status inquiry is real time• Online manager approval that sends requests to the
purchasing system in Nav
WebApps Eliminates BottlenecksReduce paperwork, data entry errors and costs• Online request entry and approval supported by upload
of supporting documentation• Online consolidation of purchasing to earn better vendor
terms• Configurable user security and validation reduces time
to review, and approve
Functionality Overview• Altus Dynamics Employee Web Apps (Web Apps) vs.
NAV functionality integration• Data resides in NAV• Setup resides in NAV• Web Apps Users can view NAV follow-on data
Process Comparison - DifferencesType Result in
NAVManaged in NAV
NAV Automation
Vendors Used
Able to Request New Vendor
Able to view other Users’
Approvals
Purchase Request
Purchase Order (PO)
Request Inbox
Yes (Latest Release 7.03)
Multiple (Config can make Single)
Yes Yes (per Security Filters)
Dimension Thresholds (Budget)
PaymentRequest
Purchase Invoice (PI)
Request Inbox
No Single Vendor
Yes Yes (per Security Filters)
Dimension Thresholds (Budget)
Expense Request
Purchase Invoice (PI)
Request Inbox
No Employee Only
No Config: No / Yes (per Security Filters)
Config: Manager or Dimension Thresholds (Budget)
Receiving Posted Receipt
Web Apps Receipts
Yes (NAS) Single (per PO)
Not Applicable
Yes None
Process Comparison - Similarities• The following is true for Purchase, Payment, and
Expense Requests:• Share same number sequence (from SQL) within Web Apps
Dimensions can be made applicable / required• Can email from Web Apps (unless turned off on Page)• Many Web Apps Setup features e.g.
• Activate Dimension Combination Control• Hide taxes• Changing some captions
• Lines are managed through Expense Types
Purchase Request to Payment
Purchase Request• End
User / Secretary
Approval • Budget
Manager / Principal
Purchase Order• Buyer
Purchase Receipt• End User
Invoice & Payment• Accounts
Payable
NAV Setup for Web Apps• Web Apps
Setup FastTabs• General• Help
NAV Setup for Web Apps• Web Apps Setup
FastTabs• Purchase-
Payment Requests
NAV Setup for Web Apps• Web Apps
Setup FastTabs• Expense
Requests• Auto PO• PO Close
NAV Setup for Web Apps• Expense Types
• Main way to facilitate correct entry on lines• Each Expense Type can control / provide
• G/L Account• Amounts• Taxes• Possible Request Types• Details / Guidelines / Links• Vendor information• Purchaser Code
• Create many to suit needs• Expense Type Categories make selection easier for Web Apps
User
NAV Setup for Web Apps• Expense
Types
NAV Setup for Web Apps• Budget Checking• Budget Categories
groupG/L Accounts to checkavailability
NAV Setup for Web Apps• Dimension Setup• Controls which Dimensions are ‘Enabled’ (includes
Financial Analysis) and Required
NAV Setup for Web Apps• Dimension Value Setup• Specific values excluded or used to override
NAV Setup for Web Apps• Approval Threshold Setup
NAV Setup for Web Apps – AEP User
NAV Setup for Web Apps – AEP Profile
NAV Setup for Web Apps – Menu Controls
NAV Setup for Web Apps – Data Sets for Financial Analysis
NAV Setup for Web Apps – Data Sets for Financial Analysis
NAV Setup for Web Apps – Data Sets for Financial Analysis
Altus Dynamics: ERP Roadmap
Platform Enhancements• NAV 2016 Support• Employee Web Apps
Responsive Design Improvements
Customer Value• NAV 2016
Platform Enhancements• Employee Web Apps Responsive
Design Improvements
Customer Value• Advisory Panel Features
High Productivity• HR Analysis Charts• Purchasing Productivity
Enhancements
Cloud First • Cloud Multi-Tenant Release
Better Together• Power BI & Analytics
Enhancements
08.04 09.01
04/2016
01/2016
Platform Enhancements• Employee Web Apps Responsive
Design ImprovementsCustomer Value• Attendance Management
Enhancements• Multi-currency support Web
Apps RequestsHigh Productivity• Expense Claims EnhancementsBetter Together• Office 365 Authentication
Integration Enhancements for Web Apps
• Certified for Microsoft Dynamics NAV 2016
09.02
07/2016
Questions & Answers
ALTUS ALLIANCE 2016Altus IdeasThe new way for you to submit feature requests to us.
ALTUS ALLIANCE 2016Altus AdvocatesMembership has it rewards. Enroll today.
ALTUS ALLIANCE 2016Submit your evaluations to win!
Thanks for coming!@altusdynamics
altusdynamics.comlinkedin.com/company/altus-dynamics