Vendor Approval Workflows added in NAV 2017

New Workflows added in NAV 2017

Hi All,

    Today i came with amazing article in NAV 2017.

First of all, I would like to say thanks to NAV developers to add the amazing workflow templates.

Guys, I don’t know about you but earlier I developed one Item Approval workflow in NAV 2016 for production, and I know the cost, but now it’s a standard functionality added by NAV itself, and that's why i would like to share with you all.

The new templates are:

Ø Vendor Approval Workflow.

Ø Item Approval Workflow.

Ø Item Unit Price Change Approval Workflow.

See the bellow screenshot for better understanding.

For Custom Workflow Click Me.

Walkthrough: Implementing Workflow Events and Responses

Introduction

Microsoft Dynamics NAV Workflows enable you to model real-life business processes like best practices or industry-standard practices. Ensuring a customer’s credit limit has been independently verified or requiring a two-person approval for a significant vendor payment are both examples of these.  Workflow can be thought of as the movement of documents or tasks through a work process. Workflows in Dynamics NAV focus on three main building blocks and almost any workflow process, short or long, is likely to be comprised of steps related to these three blocks.  They are:

·         Approval, approval leaves a work task, item or document in an blocked or unapproved state until approved by a suitable person in your organization

·         Notification, notifications tell users that something has happened and/or that they need to take some kind of action

·         Process automation, process automation means executing a process routine and have the Dynamics NAV system calculate something or perform an action

The workflows in Dynamics NAV are represented by Workflow Events and Responses.  The smallest workflow is the pairing of a single Event and a Response.  Simple workflows could be

·         When a new customer is created, email the sales person responsible for that region to alert them to the new customer.

·         When a new vendor is created, email the purchaser person responsible for that region to alert them to the new vendor.

·         When a purchase invoice exceeds $250, email the financial controller to alert them

More complex workflows are built of chains of events and responses.  Examples could be

·         When a Purchase Invoice exceeds $250, put the purchase invoice on hold until it is approved by a manager.

·         When new customers are created, block them until they have had a credit check performed.

·         Once a purchase document has been approved by the accounting manager, automatically post it to the Dynamics NAV system.

Note: in all the examples above, you can see a “when something happens, do something” pattern.  This is the “Event and Response” model and is the simple but effective design behind Dynamics NAV workflows.

Events and Workflow Events

Perhaps confusingly, Dynamics NAV 2016 introduces two new event concepts.  Events and Workflow events.  The two are distinct but often coupled together to build solutions.  Dynamics NAV Events allow you to write code which will be called when an event occurs – this is called subscribing to an event.  An example could be to subscribe to the OnCreate trigger for a table and writing code which will be called whenever a new record is created.

Workflow Events typically use Platform Events as their trigger, but are richer.  Workflow events are registered in the workflow engine and show up in the workflow designer.  Microsoft recommends that Workflow events be written at a higher level of abstraction than Platform Events, for example while OnCreateNewCustomerRecord makes a suitable platform event, a good workflow event could be AfterOverduePaymentIsPosted.

Scenarios

Demo 1 - Enable the workflow & response in the NAV system

The scenario of this part of the demo script is to show managing workflow events & responses from a Dynamics NAV system to build a workflow.  This task is typically performed by super users.

AIM:    Create a workflow from Workflow template for Vendor creation.

Demo 1 — Enable the workflow event in the NAV system

Managing workflow events from a Dynamics NAV system.  An entire workflow is comprised of binding a Workflow Event and a Response together and then enabling it.

This Setup can be done from Workflows, or Workflows Templates.

In My demo, I used workflows.

Follow the bellow steps to achieve earlier aim.

Ø  Create users, [See the bellow screenshot for better understanding].

Ø  Create Approval User Setup and Notification Setup, [See the bellow screenshot for better understanding].

Note:            You have to also setup SMTP mail setup for sending Mail.

                     In NAV 2017 NAS/Job queue must be start from services, unlike NAV 2016.

Ø Type workflows in search box and select the relevant link, Click the “New Workflow from Template” action from Home Tab under New Group.

Ø  A Workflow Template Dialog Box will appear, now expand the “Purchase and Payables” Category and select the “Vendor Approval Workflow”, [See the bellow screenshot for better understanding].

Ø  Now MS-VENDAPW-01 Vendor Approval Workflow window will display, now you can give your condition but in my case I didn’t give because I need whenever a vendor will be created by SATYANARAYNA user that time I need a notification to BINESH.SINGH for Approval the Vendor.

Ø  Make enabled true to run the workflow, See the bellow screenshot for better understanding.

Ø  Once the workflow created and enabled it looks like

Ø  Testing the workflow: Login with SATYANARAYANA.V user and create a new vendor, send the Approval request.

Now See the bellow screenshot for Approval request got the BINESH.SINGH User.

Now he can able to Approve, Reject, Delegate also he can see the Record by clicking the Open Record.

Ø  I already setup for emailing also for user BINESH.SINGH, So he got mail, See the bellow screenshot for better understanding.

Walkthrough: Implementing New Workflow Events and Responses for Sales Header on Delete Record

Walkthrough: Implementing New Workflow Events and Responses

Introduction

Microsoft Dynamics NAV 2016 Workflows enable you to model real-life business processes like best practices or industry-standard practices. Ensuring a customer’s credit limit has been independently verified or requiring a two-person approval for a significant vendor payment are both examples of these.  Workflow can be thought of as the movement of documents or tasks through a work process. Workflows in Dynamics NAV focus on three main building blocks and almost any workflow process, short or long, is likely to be comprised of steps related to these three blocks.  They are:

• Approval, approval leaves a work task, item or document in an blocked or unapproved state until approved by a suitable person in your organization
• Notification, notifications tell users that something has happened and/or that they need to take some kind of action
• Process automation, process automation means executing a process routine and have the Dynamics NAV system calculate something or perform an action

The workflows in Dynamics NAV are represented by Workflow Events and Responses.  The smallest workflow is the pairing of a single Event and a Response.  Simple workflows could be

• When a new customer is created, email the sales person responsible for that region to alert them to the new customer
• When a purchase invoice exceeds $250, email the financial controller to alert them

More complex workflows are built of chains of events and responses.  Examples could be

• When a Purchase Invoice exceeds $250, put the purchase invoice on hold until it is approved by a manager.
• When new customers are created, block them until they have had a credit check performed.
• Once a purchase document has been approved by the accounting manager, automatically post it to the Dynamics NAV system.

Note: in all the examples above, you can see a “when something happens, do something” pattern.  This is the “Event and Response” model and is the simple but effective design behind Dynamics NAV workflows.

Events and Workflow Events

Perhaps confusingly, Dynamics NAV 2016 introduces two new event concepts.  Events and Workflow events.  The two are distinct but often coupled together to build solutions.  Dynamics NAV Events allow you to write code which will be called when an event occurs – this is called subscribing to an event.  An example could be to subscribe to the OnCreate trigger for a table and writing code which will be called whenever a new record is created.

Workflow Events typically use Platform Events as their trigger, but are richer.  Workflow events are registered in the workflow engine and show up in the workflow designer.  Microsoft recommends that Workflow events be written at a higher level of abstraction than Platform Events, for example while OnCreateNewCustomerRecord makes a suitable platform event, a good workflow event could be AfterOverduePaymentIsPosted.

Scenarios

Demo 1 – Create a workflow event

The scenario in this demo script is to define an event based on the OnDelete trigger of the “Sales Header” table and expose that event as a workflow event.  This is done in the C/AL Object Designers.  This task is typically performed by C/AL developers.

Demo 2 – Create a workflow response

The scenario in this demo script is to define a response which send an email to “Sales Manager”.  This is done in the C/AL Object Designers.  This task is typically performed by C/AL developers.

Demo 3 - Enable the workflow & response in the NAV system

The scenario of this part of the demo script is to show managing workflow events & responses from a Dynamics NAV system to build a workflow.  This task is typically performed by super users.

Demo 1 - Create a workflow event

To demonstrate the definition of an event you will need to work in the C/AL editor and Object Designer.  Most of the work is done in the code editor and we will use codeunits for our application objects.

• Open the Microsoft Dynamics NAV 2016 Development Environment.
• On the Tools menu, choose Object Designer.
• From Object Designer, create a new codeunit.
• Create a method called OnDeleteOrderCode. And Give the method a return value of Code, length 128.
• And write the code: EXIT(UPPERCASE('OnDeleteOrder'));
• Create the event itself.  This will be an empty method tied to the "Sales Header" table.
• To do so, make another global method, called OnDeleteOrder.
• Open the property window for the method (view->properties) and set the Event property to Susbscriber, EventPublisherObject to Table Sales Header and EventFunction to OnAfterDeleteEvent.
• From the editor, define a local variable for the OnDeleteOrder function.
• In locals, create a variable called WorkflowManagment, subtype codeunit ‘Workflow Management’
• Add the code

MESSAGE('My Delete event is fired.');// Testing purpose

     WorkflowManagement.HandleEvent(OnDeleteOrderCode,Rec);

• Create another event that will be a subscriber to the Add Events to Workflow Library event.
• To do so, make another global method, called AddEventToLibrary.
• Open the property window for the method (view->properties) and set the Event property to Susbscriber, EventPublisherObject to Codeunit ‘Workflow Event Handling” and EventFunction to OnAddEventsToLibrary.
• Create a text constant to hold the user readable string which describes the workflow event. Select view->Globals->text constants and add a new value OnDeleteTxt and set the value to ‘when a sales order is deleted’.
• Next, define a local variable in the AddEventToLibrary function for calling the WorkflowEventHandling codeunit.
•  In locals, define variable WorkflowEventHandling as a codeunit of subtype ‘Workflow Event Handling’.
• Finally add the code which calls that method.

WorkflowEventHandling.AddEventToLibrary(OnDeleteOrderCode,

DATABASE::"Sales Header",

OndeleteTxt,0,FALSE);

Note: [See the bellow screenshot for better understanding].               

Demo 2 — Build a workflow response

The scenario in this demo script is to define a response which send an email to “Sales Manager”.  Most of the work is done in the code editor and we will use codeunits for our application objects.

Note: you can create another codeunit also but in our Demo I’m going to write in this codeunit only.

• Now Add one Method “RunSendEmailResponseCode” And set the return Type Code And Length 128.
• Add Code:

                    EXIT(UPPERCASE('RunSendEmailResponse'));

• Add Another method AddResponseToLibrary.
• Add another method EsecuteResponse
• See the bellow screenshot for details of these two methods property & Code

• Add another method for sending email to sales header
• See the bellow screenshot for mail sending code.

                                       

Demo 3 — Enable the workflow event in the NAV system

This part of the demo script shows managing workflow events from a Dynamics NAV system.  An entire workflow is comprised of binding a Workflow Event and a Response together and then enabling it.

References: mbspartner.microsoft.com

Kindly let me know via comments, if you wish any clarification from my side. 

In my next post i will describe how we can create own Integration Event and called it whenever the order is Released.

Thanks & Best Wishes
Binesh Singh Rajput
(MCP, MS, MCTS)