Skip the Job Queue. There is an easier way to print reports, deliver files, send email notifications, and import new price lists with your Dynamics NAV Software. AutoPilot is a tool that automates almost any process or task within NAV through setting up multiple pilots that hold multiple actions. These actions are time-released, based on the settings within each pilot. This allows the user to deliver information to those who need it, when they need it, without touching a keyboard.
Think about how much time and energy you can save simply by automating a large percentage of what you currently have to do manually:
- Reporting Pilots
Email weekly cash projections, AR Age to management, or daily sales reports.
- Export Pilots
Send customers updated price lists, positive pay notifications to the bank, or send vendors a sales report of items sold.
- Import Pilots
Bring in new e-commerce orders from FTP site or import new inventory cost from vendor’s file.
- Internal Processing Pilots
Run adjust cost/post cost daily, calculate WIP and post to GL, and release recurring documents weekly.
- Owner’s Monday Report(s)
E-Mail the owner a bundle of his/her most requested reports. Distribution occurs at 2:00 A.M.
- SO Acknowledgement
E-mail to the customer an Order Acknowledgement upon hitting the “release” button.
- ASN—Adv. Shipment Acknowledgement
E-mail as soon as Shipper is created.
E-mail as soon as Invoice is created.
- Salesperson To-Do List
E-mail at 8:25 every morning.
- EOM Processes
-Adjust Cost/Post Cost.
-Close Inventory Period.
-Email P&L to Owner.
- EOD Processes
-Daily Sales Report.
-Daily Deposit Report.
-Daily Positive Pay Report.
- Service Management
E-mail Alerts to Service Techs.
E-mail Job Manager Over Budget Warning.
- Task Scheduler, not NAS
Ideal for unstoppable pilots. Using Task Scheduler, AutoPilot now has a self-monitoring property. One stalled pilot will not stop the other pilots and you will receive an alert.
- Event Watching and/or Data Watching
The ability to trigger based off an event. IE: New Shipment Document, New Partial Receipt, etc.
- Multi-Company Enabled
Multiple Pilots across multiple Companies can be running simultaneously.
- Multi-Company Dashboard
Your IT Department can go to one Monitor Page and view the status of pilots across all Companies.
- Serial or Parallel Processing
-Parallel—2 pilots w/same date & time (released together)
-Serial—1 pilot with multiple Action lines
- AutoPilot WatchDog
Constantly testing all three (3) loops to ensure your pilots are running as planned. Eliminates the Job Queue babysitting.
- Multi-Company Environment
AutoPilot now accommodates Multi-Company with a multi-threaded operation. We added a “Heart Beat” watch to make it easier for multi-company pilots.