Keeping critical documents updated is essential for business operations. When organizations are aware of upcoming expiry dates in advance, they can take timely action and avoid the risks associated with non-compliance.
This is where LITS Document Expiry Automation becomes crucial.
When discussing the importance of keeping documents up to date in the Business Central environment, many may wonder which types of documents this includes. Typically, these are inventory-related documents, contracts, licenses, tax records, compliance and regulatory documents, and more.
For organizations managing a wide range of records, Business Central document expiry solution offers an active solution. This application helps businesses track and manage the expiration dates of critical documents. You can stay proactive by monitoring expiry dates across various records, ensuring timely renewals and continued compliance.
What is LITS Document Expiry Automation?
LITS Document Expiry Automation is built for Dynamics 365 Business Central users. It helps track and manage the expiry dates of essential documents and records directly within the ERP system.
Manually monitoring document deadlines can be time-consuming and prone to errors. Missing key expiry dates can lead to costly fines and legal issues. This Dynamics 365 document tracking solution addresses that challenge by offering proactive alerts, which enables timely actions and improved compliance.
With expiry alerts in Business Central, you can stay on top of critical deadlines, avoid disruptions, and significantly reduce the risk of non-compliance.
How Can Document Expiry Tracking Help Organizations Avoid Missed Deadlines?
Automated alerts
Document expiry solution features automated alert system. LITS expiry notification system keeps you informed about the forthcoming expiry dates of important documents in advance. Upon receiving expiry alerts in Business Central, you can take prompt action to avoid legal complexities.
- No deadlines are missed
- Relevant users are informed in advance
- Users get time for renewal
- Reduced risk of business discontinuity
Customizable rules
This allows you to configure alert thresholds in line with your policies. Instead of depending on defined settings, you can create custom rules based on document types, dates, user roles, or departments.
You can determine how many days in advance users should be notified—whether it’s 30, 60, or 90 days. This gives time for renewal and can gain better control over the expiry dates of critical records within the ERP system.
Workflow integration
Workflow automation activates renewal requests or reminder notifications, without manual intervention. Sending renewal requests or reminders can be set based on document expiry dates or other conditions.
Workflow automation enable the system to automatically send a renewal request or reminders to the concerned users. This reduces the risk of missing deadlines, improve operational efficiency, and help meet compliance requirements.
Flexible Tracking
This Dynamics 365 document tracking simplifies monitoring of expiry dates for inventory items, contracts, subscriptions, warranties, and other critical records. It offers visibility into D365 documents that are nearing expiration, that help you take timely action and maintain compliance with ease.
Why LITS Document Expiry Automation?
LITS SERVICES is a leading Microsoft Gold Partner specialized in offering business solutions through Microsoft technology platforms. As a Microsoft Dynamics 365 partner, we have developed a solution that ensures organizations never miss important document expiry deadlines
The solution, which is developed for Business Central, can be integrated within your environment. This document expiry automation app notifies users through alerts and automation about the expiration dates of Business Central documents, such as inventory data, contracts, licenses, and other time-sensitive data.
By automating document expiry date notifications, you can stay ahead of deadlines and avoid the risk of non-compliance. LITS Document Expiry Automation, with its advanced alert features and automation, ensures that you never face legal consequences.
The solution can be seamlessly integrated with various platforms, which gives you an advantage in terms of functionality. Here are some of the benefits of using Dynamics 365 document tracking solution.
- Critical documents, contracts, licenses or certifications are renewed promptly.
- Avoid risks due to nonadherence of policies and standards
- Improves transparency in document management
- Speed up operational efficiency.
- Track expiry dates for inventory, subscriptions, warranties, and more
- Create customized rules based on changing rules
Why Does Your Business Need Business Central Document Expiry Solution?
Dynamics 365 document tracking is made simple with LITS expiry notification system. The features help you optimize resource management, avoid supply chain disruptions, and maintain compliance with regulatory requirements.
Automatic alerts reduce the need for manual checking, which makes the renewal process easier for users. The integration of LITS Document expiry automation with your Business Central is a valuable investment that helps you focus on other aspects of operations.
If you would like to implement the application within your business environment connect with LITS SERVICES.
FAQs:
What is LITS Document Expiry Automation?
LITS Document Expiry Automation helps you track and manage expiry dates for inventory items, contracts, licenses, and other critical data. It gives notifications and alerts for timely actions. This helps you reduce risks and compliance issues.
What are the features of LITS expiry notification system?
Automated alerts, customizable rules, workflow integration, and flexible tracking.
Can LITS Document Expiry automation be customized?
Yes, the solution can be customized based on your specific rules and requirements.