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How-to - Approval Workflow Setup for Purchase Documents Microsoft Business Central Approval Workflow Setup for Purchase Documents In Business Central, you can set up an approval workflow for purchase documents, such that the document will go through a process that requires someone to sign off on the data at a certain stage. Approval workflows might require multiple checks throughout the process and from a variety of different stakeholders. Business Central comes predefined with workflow templates that can be combined with the approval user setup to achieve the approval workflow business process. You can use the workflow templates to define workflows for purchase documents including quotes, orders, invoices, and credit memos. Workflows are carried out based on events and actions i.e. for every event, an action can be defined. The principle of actions and events can be used to define rules for workflows to meet common business process requirements. Join On Point Academy to view all content Join the academy → Log in → To set up an approval workflow for purchase documents; Define the users and approval levels in the Approval User Setup window Define the workflow for the purchase documents by using the Workflow Templates Setting up notifications for approval users. Set up users in the Approval User Setup Search for Approval User Setup , and choose the related link. Create a new line on the Approval User Setup page, and then fill the fields as described in the following table. FieldDescription User IDSelect the user ID of the user who is involved in the approval process.Approver IDSelect the user ID of the user who must approve requests made by the user in the User ID field.Purchase Amount Approval LimitSpecify the maximum purchase amount in LCY that the user in the User ID field can approve.Unlimited Purchase ApprovalSpecify that the user in the User ID field can approve all purchase requests regardless of their amount. Repeat steps 2 and 3 for every user who you want to set up as an approval user. Define the workflow for the purchase documents by using the Workflow Templates You save time by creating new workflows from the available workflow templates. Search for Workflows, and choose the related link Choose the Create Workflow from Template action. The Workflow Templates page opens. Select a workflow template for Purchase Order Approval Workflow and then choose the OK button. The Workflow page opens for a new workflow containing all the information of the selected template. Proceed to create the workflow by editing the workflow steps or add new steps. On the header of the Workflow page, select the Enabled checkbox. You can create unique workflows for your business process. For more information see, Create Workflows . Setting up notifications for approval users You can set up how you want an approver to be notified. The user can be notified by an internal note or by email. Search for Approval User Setup , and choose the related link. On the Approval User Setup page, select the line for yourself, and then choose the Notification Setup action. On the Notification Setup page, in the Notification Type field, choose Approval . In the Notification Method field, choose Note . On the Notification Setup page, choose the Notification Schedule action. On the Notification Schedule page, in the Recurrence field, select Instantly . Using the Approval Workflow Now that we have set up the users and approvers, enabled workflow and notifications, we can see how the approval workflow works. In the image above we have two users set up - David and Mark. We have set Mark as David's approver. We have also set a Purchase Amount Approval Limit of 100 for David. To request approval of a purchase invoice, as David Sign in as David Search for Purchase Invoices and choose the related link Create a new purchase invoice with a total invoice amount of 540. On the purchase invoice, choose the Send Approval Request action Notice that the Status field has changed to Pending Approval. To approve the purchase invoice, as Mark Sign in as Mark On the Role Center, in the Self Service area, choose the Requests to Approve tile. On the Requests to Approve page, select the line about the purchase invoice by David, and then choose the Approve action. The value in the Status field on Alicia’s purchase order changes to Released . You have now set up and tested a simple approval workflow based on the first two steps of the Purchase Order Approval Workflow workflow. 📄 : Approval Workflow Setup for Purchase Documents Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to Churn Analysis in Microsoft Power BI Microsoft PowerBI How to Churn Analysis in Microsoft Power BI Churn analysis is an important aspect of customer relationship management that every organization must pay attention to. It helps to identify and understand why customers stop doing business with a company, which in turn enables organizations to take the necessary steps to improve customer retention. Join On Point Academy to view all content Join the academy → Log in → Churn analysis is an important aspect of customer relationship management that every organization must pay attention to. It helps to identify and understand why customers stop doing business with a company, which in turn enables organizations to take the necessary steps to improve customer retention. Churn analysis in Power BI typically involves analyzing customer data such as transaction history, frequency of purchases, and communication with the business. By analyzing this data, businesses can identify patterns and trends that can provide valuable insights into customer behaviour. For example, Power BI can be used to analyze the purchasing habits of customers who have stopped doing business with a company. By examining factors such as the frequency of purchases and the types of products purchased, businesses can identify patterns and trends that can help them understand why these customers churned. Another area where Power BI can be useful is in analyzing customer feedback. By examining customer feedback data, businesses can identify areas of weakness in their products or services that may have contributed to customer churn. This can help businesses take the necessary steps to address these issues and improve customer satisfaction. Power BI can also be used to analyze customer engagement. By analyzing data on how customers interact with the business, such as website visits, social media interactions, and email communications, businesses can identify areas where they can improve engagement and prevent churn. How then do we do this in PowerBI? Let’s go into PowerBI. The model used is the model you are familiar with First, we need to have our base measures set. Total Sales 2. Total Customers Now, for our churn measures. Let’s think of the logic together. Say you are managing a business and you need to identify customers that are no longer buying from you. What would you do? How would you go about it manually? Think about this before moving downwards. Well, your guess is as good as mine. To do this manually, you will need to follow the process as thus: Get a list of all customers that have purchased from you Get a list of customers that have purchased from you recently. Recently is relative i.e. it could be a month, two months, three months etc. Compare both lists to identify who is on number 1 and not on number 2 Similar logic is followed for the DAX measure. The Churned/Lost customers can be calculated with the DAX below The Customers_last_365_days variable creates a virtual table containing a list of customers who purchased a product between 365 days ago to 60 days ago. The Customers_last_60_day variable creates a virtual table containing a list of customers who purchased a product between 60 days ago to the current day context provided by the calendar table. The COUNTROWS function counts the number of customers who made purchases in the previous period (Customers_last_365_days) but did not make any purchases in the current period (Customers_last_60_day). If we are losing customers, what that implies is that we are losing potential revenue. The DAX below calculates the potential revenue we are losing out on. Note that the revenue doesn’t necessarily mean that the exact amount will be made if the customer is not churned. It is best interpreted as you are losing a certain percentage of that lost revenue with the customer being churned. For example, If I say Nigeria is a $500 billion economy. It doesn’t mean every company will generate that amount as revenue but companies operating in Nigeria will generate a certain percentage as revenue. That percentage could be as low as 0.000000000000001% and as high as it could get. Now that we have gotten that out of the way. Identifying lost customers is not just sufficient. My Former Boss (Joshua) used to say something. So what? We’ve lost 300 customers, so what? What do we do with that? How does it help us take the next step? The so what can be gotten from understanding what those lost customers bought, where they brought from, their feedback on both the product and service rendered to them etc? Let’s take a quick walkthrough of this together https://www.youtube.com/watch?v=ZO_ESC3VuuE Overall, churn analysis in Power BI can provide organizations with valuable insights that can help them improve customer retention and increase revenue. By identifying patterns and trends in customer behaviour, organizations can take proactive steps to address issues and improve the overall customer experience. If you’re looking to improve customer retention in your business, churn analysis in Power BI is worth exploring Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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