Help CenterSimplyAP allows you to harness the power of dimensions in your workflow routing. This means you can automatically route documents based on their associated dimensions, making approvals more efficient, accurate, and tailored to your business needs.
A common use case is routing invoices by department. By setting a default department dimension for vendors in Business Central, SimplyAP can automatically retrieve this information and launch the correct routing path for each invoice, eliminating the need for manual intervention.
Department is just one example of how dimensions can streamline your routing processes. Any dimension defined in Business Central can be configured within SimplyAP to create custom routing rules for optimal efficiency and accuracy.
Pre-requisites
- SimplyAP:
- System manager permissions are required to configure workflow routing.
- Business Central:
- The dimension(s) intended for routing must be configured within Business Central.
- Optional (Vendor-Specific Routing):
- If you plan to route based on vendor-specific dimensions, configure a default dimension on relevant Vendor records in Business Central.
Getting started
Navigate to SimplyAP Settings and selelct workflows
Create a new workflow
Configure Conditions of the workflow
Configure the Approval Settings
Click on save and flip the toggle from inactive to turn this invoce to active.