Workflow for Dynamics® GP

October 10, 2016

Information Technology (IT) Consulting
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Authored by John Kirsch - Senior Consultant - Wipfli's Microsoft Dynamics® GP Team
 
Workflow 2.0 was introduced in Dynamics GP 2013 R2 and is included in the Starter Pack making it available to all GP users.  Since its release, Microsoft continues to add additional types and features.  Workflow in GP allows approvals and tasks to be automated and recorded directly in the GP system.  Approval can take place within GP or outside GP via email.  New features also include the option to store and send attached documents in the email notifications.
 
For each workflow, you can customize the rules required for the approval process.  This can range from a single approver on all submissions to complex rules or hierarchies that are different for each employee or the amount of the transaction.  You can also control the email notifications that are sent or not sent to everyone involved in the workflow.
 
The current list of workflows available in Dynamics GP 2015 R2 are:
 
  • Financial
    • General Ledger Batch Approval
  • Sales
    • Receivables Batch Approval
  • Purchasing
    • Payables Batch Approval
    • Payables Transaction Approval
    • Purchase Order Approval
    • Purchase Requisition Approval
    • Vendor Approval
  • Payroll
    • Employee Profile Approval
    • Employee Skills Approval
    • Payroll Direct Deposit Approval
    • Payroll Timecard Approval
    • Payroll W4 Approval
  • Project
    • Expense Report Approval
    • Timesheet Approval
  • Administration
    • SmartList Designer View Approval
 
 
If you have any questions about this or other new features in the latest release of Dynamics GP, please contact your Wipfli Dynamics GP consultant.

 

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