Streamline Your Document Workflow with Intelligent Automation

Navertica Document Phase Management automates the lifecycle of your sales and warehouse documents in Microsoft Dynamics 365 Business Central. By defining custom phases and automatic actions, you let the system handle standard processes automatically. This ensures that your team deals only with errors or issues, while everything else flows smoothly to the next stage without manual interference.

Why Choose Document Phase Management?

Whether you run a B2B or B2C operation, manual interventions in document processing lead to delays and errors. Our solution allows you to define a clear path for every document type—from creation to final invoicing or archiving.

Key Features:

• Configurable Document Phases: Define your own workflow states (e.g., New, Paid, Ready to Ship) for Sales Orders, Invoices, Credit Memos, and Transfer Orders.
• Automatic Actions: Trigger specific actions automatically when a phase changes. The system can release documents, create reservations, post invoices, or delete fully invoiced orders without manual input.
• Smart Notifications: Automatically send email notifications with attachments (such as PDF reports) to customers or internal teams whenever a document status changes.
• Transition Logic & Filters: Set strict conditions for phase transitions based on payment confirmation, reason codes, or previous phases to ensure data integrity.
• Detailed Logging: Track the complete history of every document. Quickly identify where and why a process stopped (e.g., validation errors) to resolve issues faster.

Benefits for Your Business:

• Save Time: Automate repetitive manual tasks and let orders flow directly to the warehouse for picking.
• Reduce Errors: Eliminate human error by standardizing the document flow and enforcing validation rules.
• Improve Customer Service: Keep your customers informed in real-time about their order status (e.g., "Payment Received", "Order Shipped").
• Full Visibility: Gain immediate insight into problematic documents through a comprehensive log, allowing you to focus strictly on resolving issues rather than monitoring every transaction.

Supported Business Central Editions: Essential and Premium

Supported Countries: Available in all countries where Microsoft Dynamics 365 Business Central is supported.

Supported Languages: English