LITS Document Expiry Automation

Automate expiry alerts in Dynamics 365 Business Central to stay ahead of compliance deadlines and manage time-sensitive records with confidence.

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LITS Document Expiry Automation

Stay Ahead with LITS Document Expiry Automation for Timely Renewals and Compliance

Many aspects are involved in maintaining compliance within an organization, and the most important is the expiry date of critical documents.

Expired documents are not considered valid and therefore do not align with current laws or standards. It puts organizations at risk of operational disruptions, non-compliance, policy violations, and legal fines. This is where LITS Document Expiry Automation application becomes relevant for modern businesses.

Are you tired of manually checking the expiry dates of each document? Would you like to be automatically informed in advance about the expiry dates of documents?

No matter which documents are critical for maintaining compliance, LITS Document Expiry Automation helps inform you of the document expiry date. Rather than being manually involved in the process, the system keeps you automatically updated with timely alerts and notifications to overcome non-compliance and other issues. This ensures you never miss a renewal or compliance deadline.

What is LITS Document Expiry Automation?

LITS Document Expiry Automation for Microsoft Dynamics 365 Business Central is indended to help organizations monitor and manage the expiry dates of inventory items, contracts, licenses, and other time-sensitive information within the ERP system.

Managing deadlines manually is time-consuming and is prone to errors which could result in missed renewals, hefty fines, and other legal complications. This document expiry automation tool simplifies document lifecycle management and ensure smarter compliance.

The solution integrates smart features that provides proactive alerts about document expiry dates which enables users to take timely actions, ensure compliance, and reduce risks.

Microsoft Business Central expiry tracking solution empowers organizations be informed of the deadlines of the expiry dates of the time-sensitive records within Business Central system.

Why LITS SERVICES for Document Expiry Automation Solution?

LITS SERVICES is a reliable Microsoft Partner with industry experience in creating solutions for Microsoft ERPs like Dynamics 365 Business Central and Dynamics 365 Finance and Operations. Business Central is often deployed to manage various core processes, and maintaining compliance by staying informed about the document expiry date is critical. Failure to do can interrupt operations or may cause data entry errors.

The development of the document expiry automation tool stems from the idea that organizations should not face consequences due to non-compliance resulting from document expiry dates.

The solution is designed to ensure you never miss expiry renewals date for inventory items, contracts, licenses and other important information. This helps organizations manage expiry timelines effectively and reduce risks with ease.

As the developer of the document expiry automation application, we help with smart integration into your Business Central environment. We don’t stop at just implementation but provide comprehensive support, user training and updates to help you get the most out of the solution.

LITS Document expiry solution Features

Automated Alerts

Automated alerts feature informs users about the nearing expiry dates of the documents within Business Central system. Users receive timely alerts via email or within the ERP system itself which lets users take actions before the documents expire.

Organizations can customize alert notifications by configuring when users should be notified prior to the document expiry dates.
Notifications are delivered through channels such as email or pop-up alerts
Alerts are sent to the right individuals within relevant departments.
Users can set up compliance reminders to ensure visibility and timely action.

Customizable rules

The Customizable Rules feature allows organizations to set threshold for alerts based on their specific compliance requirements. Rather than depending on pre-built configurations, businesses can tailor rules based on document types, user roles or departments.
This feature lets users to define when eligible users should be notified. For example, organizations can define how many days in advance they want to receive alerts, whether it’s 30, 60, or 90 days. By setting these alerts, organizations gain control over how expiry notifications works and who is eligible to receive them.

Workflow integration

Workflow integration initiates the automatic triggering of actions like renewal requests, task assignments, or reminder notifications, without manual intervention. Sending renewal requests or reminders is based on expiry dates or pre-defined conditions.
Workflow enable the system to automatically send a renewal request to the concerned teams or departments. The automation simplifies compliance processes which reduces the risk of missing deadlines, and improve operational efficiency.

Flexible Tracking

Flexible Tracking feature simplifies the process of monitoring expiry dates for inventory documents, contracts, subscriptions, warranties, and other records. Whether it’s soon-to-expire inventory, product warranties, employee training certifications, or service agreements, this feature provides complete visibility and helps meet compliance.

Organization benefits

Expired contracts, documents or certifications are renewed promptly.
Eliminates risks related to legal risks, penalties, or operations disruptions
Improves accountability through proper tracking and management.
Improves operational efficiency through automation.
Monitor expiry-related risks across all departments and processes.
Track expiry dates for inventory, subscriptions, warranties, and more.
Tailor tracking rules with the changing business requirements.
Gain a centralized view of all expiring items for better strategic planning and compliance adherence.

Why Does Your Business Need LITS Document Expiry Automation Tool?

Monitoring and handling document expiry dates manually can be painstaking. Failing to renew can lead to non-compliance or financial penalties.

LITS Document Expiry Automation eliminates compliance risks by sending automatic alerts before documents expire, reducing the need for manual tracking, and ensuring timely renewals. When integrated with Business Central, this solution helps you optimize resource management, manage expiry dates, avoid disruptions, and maintain compliance with regulatory requirements.

LITS SERVICES, a reliable Microsoft Partner and the developer document expiry automation solution, provides expert guidance in customizing and integrating the LITS Document Expiry Automation application based on your business needs.

To learn more about this Document Expiry Automation tool and how it helps improve operational processes, get in touch with us today.

Frequently Asked Questions

What is LITS Document Expiry Automation?

LITS Document Expiry Automation is created for Dynamics 365 Business Central users. The extension helps organizations track and manage the expiry dates of documents like inventory items, contracts, licenses, and warranties. It automatically alerts before the document expiry date to ensure timely action and reduce the risk of non-compliance.

Why should organizations use this tool?

Manually tracking expiry dates of documents is risky. This tool monitor expiry dates of documents, warranties, contracts, and others, and sends reminders to renew them before they expire.

What types of documents can be tracked?

The tool tracks expiry dates for various documents such as inventory items, contracts, product warranties, policies and procedures, business operation licenses, employee contracts, insurance policies, tax registrations, and more

Can alerts and rules be customized?

Yes. You can customize how and when alerts are sent. You can also choose who receives alerts, how often, and even trigger automatic actions like renewal requests through workflows.