Navertica Document Phase Management

Document Phase Management

Smart document workflow automation for Microsoft Dynamics 365 Business Central

Stop wasting time manually tracking every order status. Navertica Document Phase Management is a flexible add-on that automates the processing of sales documents directly within Business Central. It allows you to define custom document states (phases) and trigger automatic actions, such as email notifications, based on met conditions. Your team can switch to “management by exception”—handling only problematic orders while standard ones pass through the system automatically.

What You Gain with Navertica Document Phase Management?

  • Automation of Routine Tasks: The system automatically moves documents through the process based on met conditions (e.g., payment received). Your team only handles exceptions.
  • Faster Customer Service: Automatic sending of status notification emails (e.g., Order Received, Paid, Shipped) without manual intervention.
  • Overview and Control: Detailed logging of the document’s history through phases allows you to easily trace where an error occurred.
  • Faster Dispatch: Error-free orders pass through the system automatically without manual intervention.
  • Process Flexibility: Ability to define your own workflow for sales orders, invoices, credit memos, and transfer orders.

Who is Document Phase Management for?

The solution is designed for companies that need to accelerate order processing and eliminate human error. It delivers the highest value in the following segments:

Rozšíření Navertica Document Phase Management umožňuje odesílat emailové notifikace.

Functionality Description
User-defined document phases Set up document states and actions according to your specific business processes.
Automatic action triggering Save time with automatic pre-defined or custom actions tailored to your business needs.
Filtering and transition conditions Eliminate errors by ensuring documents only move to the next phase when specific conditions are met (e.g., payment confirmed).
Error Management (Logging) Instant overview of documents “stuck” due to an error. Staff only deals with problematic orders, while standard ones are processed automatically.
Email templates and attachments Define the layout of email notifications and subjects, and automatically attach generated reports (e.g., PDF invoices) or images.
Support for multiple document types A single solution for managing sales orders, invoices, credit memos, and transfer orders.

Technical Information

  • Supported Business Central Editions: Essentials and Premium.
  • Supported Service Types: Cloud Subscription (CSP), On-Premise Maintenance, flat-rate services.
  • Languages: English.
  • Customization Options: Adding custom actions and document phases. Contact us, we’ll handle the setup for you.

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