UXC Eclipse’s SupplyPoint Workflow Add-on provides a customizable workflow
engine to support complex business decisions and processes. It caters for the
enforcement of business policy when performing transactions and automating
many business processes.
• Workflow completion
• Automated task generation
• Full traceability and extensive
The SupplyPoint Workflow Add-on is easily
configured and used inside Microsoft Dynamics
NAV to assist the automation of complex business
processes and enforce business policy more
quickly. The Workflow supports out-of-the-box
requirements and setup is user-configurable, with
new functionality enabled using plug-in modules to
assist with easy upgrades and future re-usability.
How it Works
The workflow functionality is completely configured inside the Microsoft Dynamics NAV, which determines what activities are
actioned, when they are triggered, and how processing will be completed. These activities are logically allocated into groups
to optimize performance and minimize workflow interlocking. A Microsoft Windows service externally monitors the system to
ensure all appropriate actions are undertaken. This service notifies users via email or inside Microsoft Dynamics NAV when
tasks in the workflow are complete, alerting users if further attention is required.
The workflow handler determines which business processes the workflow manages. The handler controls what type of record
the workflow is attached to, the subtype if relevant and the event that will initiate the workflow to commence. This can be
configured to place duration restraints on the workflow and elevate critical path if this has been inactive for too long. To provide
finer control over when the workflow should be initiated, filters can be applied to determine the workflow type and whether the
source record meets specified criteria.
Workflow Task /
Workflow Task /
Workflow Task /
Once the workflow handler is configured, a new message will be generated each time the system meets the configuration settings. The
message prioritizes workflow and reporting based on the time this is created, and generates a set of tasks or rules to be actioned. These
are configured against each handler, to enable decision making based on source, actions to be undertaken, source data to be changed,
and a host of other activities ordinarily limited to inside Microsoft Dynamics NAV.
Each workflow message is generated as a discrete entity with full traceability and extensive logging as the workflow progresses. If the
workflow halts because of a condition, no special actions are required other than correcting the identified issue. Once this has been
resolved the workflow will continue automatically without user intervention. Thus providing a seamless user experience, where the
business process is suspended only until the data meets workflow requirements at which point the business process continues.
All actions undertaken by the Workflow are controlled using rules; many standard rules are immediately available in the SupplyPoint
Workflow Add-on. It is a simple task within the Add-on to undertake development using a plug-in rule for workflow. Business cases must
be identified as fitting the workflow engine, with business processes capable of being broken into small pieces of work to be controlled
individually through the workflow configuration.
In addition to using data available inside Microsoft Dynamics NAV, the SupplyPoint Workflow Add-on can also incorporate external data
sources to meet more business requirements. For instance, tax information validation and credit checks can now be built into the
workflow engine using plug-in modules. The Add-on can incorporate Microsoft Dynamics NAV business requirements either directly, using
out-of-the-box functionality and custom coding, or incorporate external functionality to interrogate third party systems, assess results and
determine workflow actions.
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Key Features Description
User Configurable • Many of the business requirements are configurable out-of-the-box by the end user without the
need for expensive development
Flexibility • As business needs change the workflow can be changed quickly to suit
• Custom development is easily added using plug-in modules
Integration • External and third party systems can be incorporated into the Workflow and utilized
Approval Process • The Workflow can be configured to ensure all appropriate steps are followed in the approvals
Notifications and Alerts • Configure and automate notifications and alerts to users
Extend Integrations • Process all data brought into the system from system integrations and initiate outbound
Data Collection and
• Collect and validate data from other systems, e.g. obtain freight rates for sales or purchase
orders, validate customer credit ratings
system requirements Description
Technologies To obtain all the features mentioned in this fact sheet you will need:
• Microsoft Dynamics NAV
• SupplyPoint EDI Integration/Workflow Add-on