Info Factbox
Flow Path can be implemented and activated very quickly. This allows a quick return on investment to be generated. Flow Path offers a high level of customisation via configuration. Many areas can be customised and processes can be controlled with a setup. But the aim of Simova products is that the start-up is very easy and fast. It is similar with the Flow Path Factbox. The factbox is implemmented directly in your Business Central process on the right side and is this available to the user without any big extra tours.
The following steps need to be performed to get started quickly with Flow Path.
| To | See |
|---|---|
| First step is to install the Document Central extension from marketplace. | Install from Extension Marketplace |
| Second step is to activate the license and assign the license to the users. | License activation and assignment |
| Third step is to import a default configuration for the areas in Business Central where Document Central is implemented. | Configuration Wizard |
Info
The Flow Path factbox integration is standard on the following business central pages:
| Pages | BC Standard | Flow Path |
|---|---|---|
| Customer |  |
|
| Vendor | |
|
| Sales Quote | |
|
| Sales Order | |
|
| Sales Invoice | |
|
| Sales Credit Memo | |
|
| Purchase Quote | |
|
| Purchase Order | |
|
| Purchase Invoice | |
|
| Purchase Credit Memo | |
|
| Posted Sales Invoice | |
|
| Posted Sales Credit Memo | |
|
| Posted Purchase Invoice | |
|
| Posted Purchase Credit Memo | |
|
| Reminder | |
|
| Issued Reminder | |
|
| Contact Card | |
|
| Order Processor | |
|
Info
It is possible to integrate the Flow Path factbox on other individual pages.
Structure
The Flow Path Factbox is designed to be very simple and clear. The focus is on the user usability. You will find five categories:
- Open Entries
- Finished Entries
- Critical Entries
- Information exists
- Currently absent
This categories shows the user if Flow Path entries exist for this record and which entries created.
In addition, a New entry or New absence can be created using the drilldown function.
Functionalities
The user can access three functions.
- View existing entries: The user can see all created entries here (Open entries, Completed entries, Open critical entries and Created information).
- Create new entry: Using the drilldown function, the user can create new entries (questions, information and tasks).
- Personal Absence: The user can enter his personal absence here to inform his colleagues about it and to define his substitute.