Today we would like to introduce you to our add-on for the approval procedure in the procurement process. Our solution eBANF and approval module for Dynamics NAV/Business Centralwhich is an extension to the NAV/BC standard, can significantly speed up your procurement process through verified data entry. Using predefined workflows, a BANF passes through one or more approval steps before the actual ordering process.
When is an eBANF procedure interesting?
Consumables in particular, e.g. work materials, often undergo an approval process. A BANF process is also used in research and development and, less frequently, in maintenance, e.g. for spare parts.
Our eBANF solution is deliberately kept simple so that it can be quickly integrated into your NAV/BC system landscape.
Two different procedures
If we look at the solution in detail, there are two different procedures to choose from: The value of the goods to be approved determines the procedure or the determination of the approver according to release points determines the procedure.
- Procedure determination according to the value of the goods: In concrete terms, this can look like this: Up to a goods value of 5,000 euros, the purchasing management approves, from a goods value of more than 5,000 euros, the purchasing department and also the management approve. The release is therefore carried out in series, with two release steps now required for goods with a value of 5,000 euros or more.
A major advantage of the release procedure described above is that the release steps and their approvers can be determined dynamically. Maintenance of the release strategy is deliberately kept very simple! - Procedure determination by determining the approver according to release points: The strategy determines how many and which steps of the approval process are applied. How many strategies you define for your company depends on a number of factors, such as company size or number of departments.
What happens if an approver is not available during the approval process? This is where the deputy for the respective approver comes in, which you can designate in your company. Using the "Delegate" function in Business Central or Dynamics NAV, you can transfer the approval to your deputy.
Here summarized the essential advantages ours eBANF and authorization module for NAV/BC:
- Transparency and traceability of the approval process at all times
- Acceleration of the procurement process through verified data entry
- Automatic determination of the next processor
- Paperless approval process
- Automatic notification of release steps to be taken
- Standardization of organizational processes for requirement notifications
- Guarantee of compliance with approval channels
- Approval process is subject to constant control through scheduled monitoring of workflows at all levels
Have we piqued your interest and are you interested in our eBANF and authorization module for Dynamics NAV/Business Central? Would you like to get to know the solution in a web demo? Then please get in touch with us on +49 (89) 211 11 848 or by e-mail at vertrieb@br-ag.com in contact!
