Intelligent Order Management for Distributors

Mission Control enables mapping and enforcement of business rules and processes through no-code workflows within Business Central. Automate repetitive tasks, enforce real-time margin guardrails, and gain visibility across the quote-to-cash journey to eliminate manual bottlenecks and protect profits. Configure sales document workflows by defining queues that represent process steps. From Workflow Management, add new queues with names and descriptions, then drag to resequence in desired order. Set actions to trigger when sales documents enter or exit each queue, such as automatically authorizing customer credit cards. Define primary paths for orders by specifying the next queue when conditions are satisfied. Enable alternate routing to handle exceptions automatically, such as evaluating required ship dates and moving orders with ship dates more than 5 days out to a Future Hold queue while removing reservations to prevent false stockouts. Configure Business Rules to enforce policies and prevent processing errors. Set conditions to evaluate criteria like order value thresholds. Flag orders over $25,000 for approval by specifying which queue the rule applies to and which approvers receive notifications when rules are broken. Create Automatic Actions to eliminate manual tasks. Set conditions to determine when actions trigger, such as checking if sufficient stock is available for backordered sales documents. Choose evaluation policies: periodic (as often as every 15 minutes), scheduled, or triggered. Use the workflow visualizer to confirm the desired flow architecture. Access Mission Control Dashboard from the Business Central home screen to view sales documents organized by workflow step. Track order count, dollar value, and margin at each step. View KPIs showing total open documents, sales, and margins. Click on order numbers to view specific documents. Edit visible queues to focus on relevant workflow steps. Filter to show only documents requiring approval with updated KPIs reflecting filtered document counts. Automate reservation management for buying groups or specific customers to ensure inventory availability for strategic accounts. Create reservation hold orders that are automatically placed by assigned customers or customer groups. Orders are directed to inventory reassignment where they obtain reserved inventory from hold orders. Once reservations are reassigned to actual orders, documents progress through fulfillment. Configure Reservation Reassignment Policies by naming the policy and establishing customer filters that determine which customers can reassign reservations from hold orders. Set reassignment filters to determine which orders the defined customers can reassign inventory from. When creating orders for customers belonging to defined buying groups, the system detects reservation policies and routes to inventory reassignment, automatically reassigning reservations and updating remaining quantities on hold orders. Automate drop ship orders with automated routing and actions. When drop ship line items are detected, the workflow engine routes orders to a Drop Ship queue and auto-generates matching purchase orders, eliminating manual touchpoints. Submitting orders with drop ship items automatically moves them to the Drop Ship queue and generates corresponding purchase orders. Handle backorders by automatically detecting backordered items on new orders and routing to backorder queues. Automated actions attempt to reserve inventory as it becomes available from receipts. Once successful inventory reservations are made, orders automatically move to picking queues for warehouse fulfillment. When inventory is received for backordered items, orders are automatically moved to warehouse with inventory reservations. The Mission Control Dashboard provides visibility into orders automating through this process, allowing drill-down into any queue to see specific orders within a status.