Beacon Rail | Dynamics AX Workflow Approvals App

ABOUT BEACON RAIL LEASING:

Beacon Rail Leasing, Inc. operates as a rolling stock leasing company. The Company offers locomotives, freight wagons, and passenger trains, as well as provides operating leasing and portfolio management services. Beacon Rail Leasing serves customers worldwide.

Problem:

Beacon Rail Leasing wanted a mobile solution to tailor their workflows in AX in line to the specific needs of its employees.

The Solution:

Folio3 addressed this problem with its Dynamics AX Workflow Approvals mobile application. AX Workflow approvals app is a fully customizable mobile solution that provides approval capabilities for all workflow types in Microsoft Dynamics AX 2012 including purchase orders and purchase requisitions.

Login Screen

Pending Approvals Screen

Detail Screen

History Screen

Notifications Screen

Approved Screen

AX Workflow App Implementation, Scope & Delivery

The scope of work includes the implementation of AX Workflow Approvals App for Beacon Rail. The software requirement for the app is iOS 9+. Folio3 will deliver iOS app build to Beacon Rail in the form of IPA distribution file which can be installed on the devices of Beacon Rail employees.

The AX Workflow Approvals App project scopes cover the following out of the box functionality broken down by module and related tasks:

Purchase Requisitions (PRs)

View Pending PR’s
View PR Details (including Line Details)
View PR History
Enter Comments on PR
View Approved PR’s

Push Notifications

For Pending / New PRs

Custom Development (Workflow Approvals App)

Customized functionality in the workflow approvals app done by Folio3 to meet Beacon Rail project requirements included:

App should enable viewing and approval/rejections of the requests across companies, users should not need to log out and log back in to switch to different companies.

Technologies Used:

AX Workflow Mobile Solutionfor a Leading Rolling Stock Leasing Company.