altus alliance 2016 - webapps for expenses + procurement

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

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