Are you familiar with the situation where, for example, a customer's address is not fully maintained and does not appear correctly when your quotation is printed out? Your payment run stops because the bank account is missing in the supplier master data?
If so, we have the solution for consistent master data for you. Based on the new events, we have a function that enables a mandatory field check. This can be used for NAV standard fields in the customer, supplier and article master and for customer-specific fields. You can define which fields are subject to a mandatory field check on a customer-specific basis.
The user can fill in each mandatory field before it is saved. The advantage is that the data is only subject to the mandatory field check at the end.
In addition, it is possible to store an approval for each mandatory field. With the new workflow technology, the approver is asked for approval when field content is "created" or "changed". The field is only saved with the value after approval. An example of this is a change to the supplier's bank account.
The mandatory field check, whether for the customer, supplier or article, leads to fewer errors and cancelation documents. Your data is checked at source, resulting in high data quality and process reliability.
Have we piqued your interest? Ask one of our consultants about the new functionality. Get in touch with us.
