Advanced Workflow

With the release of Microsoft Dynamics AX 2009, a workflow framework is now available in the standard product.  However, many customers and partners are finding that the functionality of the product does not match their needs and is difficult to use.  This chart provides an easy means of comparing versions.

	Microsoft Dynamics AX 2009	Workflow Templates	Advanced Workflow
Workflow Templates
Fully integrated with Microsoft Dynamics AX Each product is written using MorphX and X++.
Customer, Ledger and Vendor Journal approval These are the standard journal approvals delivered with Microsoft Dynamics AX.
Purchase Requisition and Expense Approvals Microsoft Dynamics AX does not provide a means to return customer's money using a credit card.
Main Table Approvals (Ledger, Customer, Vendor, Items, BOM's, Employees, etc.) Includes customers, vendors, items, bom's, employees, ledger accounts, HR Positions, CRM Business relations and projects
Sales order, Purchase order and Quotation Approvals
Inventory journals (Profit/loss, Counting, Transfers, etc)
Template wizard Create your own templates with a step-by-step process in Red Maple's products
Toolset
Start workflows by clicking "Submit" on a form
Automatically start workflows when a data event occursStart a workflow when someone inserts, updates, or deletes a record.
Start different workflow configurations with form buttonsStandard workflow only allows one type of workflow per form.
Use Alerts to start workflows automatically. Use time based events and other sophisticated criteria to start workflows
Use "errors" to start workflows automaticallyAn example would be when a customer has gone over their credit limit and a sales order is being posted.
Lock records during workflow process Records can be locked in different modes to ensure that business processes are complete prior to use
Run pre-configured "business process steps" once workflow is complete Perhaps you want a journal posted or an update method run, this functionality provides that tool.
Update data automatically once workflow is completeUpdate fields in the original record with data.
Alternate "hierarchy" providers.You do not have to use the Global Address Book to create organization charts
Management screens based on hierarchiesAllows for managers to view personnel in their group and outstanding tasks.