AutoPilot
AutoPilot is an enhancement tool for Microsoft NAV that will automate almost any process or task such as: printing reports, delivering files, sending email notifications, importing new price lists, etc. AutoPilot provides a user-based “front end” to Microsoft NAV that allows for advanced functionality without programming in code units. With this solution, users have the ability to deliver information when needed and to whom needs it the most.
Users can setup multiple ‘Pilots’ that will hold multiple actions. These actions are time released based on the settings within each Pilot (ie. Export Pilots, Import Pilots, Reporting Pilots, and Processing Pilots). The user gets to define the delivery method: via printer, email attachment, etc.
Available up to NAV 2018
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Key Features
Export Pilot
Action: Send a fresh Price List to customers every Monday
Action: Send “Positive Pay Notification” to Bank
Action: Send Vendors a Sales Report of their sold items
Import Pilot
Action: Bring in new e-commerce orders from FTP site
Action: Import new Inventory Costs from Vendor’s file
Reporting Pilot
Action: Weekly AR emailed to owner
Action: Weekly Cash Projections emailed to owner
Action: Daily Sales Report emailed to owner
Internal Processing Pilot
Action: Run Adjust Cost / Post Cost Daily
Action: Calculate WIP and Post to GL
Take a fresh ‘Business Snapshot’ once per week
Release Recurring Documents weekly