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Microsoft Dynamics GP Workflow 2.0
Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out.
Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.
As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.
The initial release of Workflow 2.0 had workflows available for approving purchase requisitions, purchase orders and timesheets for both Project and Payroll; Microsoft Dynamics GP 2015 saw the introduction of workflow for additional areas of the system such as batch approval in General Ledger, Payables Management and Receivables Management.
Microsoft Dynamics GP 2015 R2 introduced two additional workflow types; Payables Management Invoice approval which allows individual invoices to be submitted for approval, which was the most requested workflow type on Microsoft Connect (http://connect.microsoft.com/), and SmartList View Approval.
Workflow 2.0 sends notification emails to users when they have received an action which needs to be performed and allows these actions to be performed via email without the using needing to be logged into Microsoft Dynamics GP. With Microsoft Dynamics GP 2015 R2, Email Notifications have been improved to integrate with Document Attachment and allow documents to be included on the email.
Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.
As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.
The initial release of Workflow 2.0 had workflows available for approving purchase requisitions, purchase orders and timesheets for both Project and Payroll; Microsoft Dynamics GP 2015 saw the introduction of workflow for additional areas of the system such as batch approval in General Ledger, Payables Management and Receivables Management.
Microsoft Dynamics GP 2015 R2 introduced two additional workflow types; Payables Management Invoice approval which allows individual invoices to be submitted for approval, which was the most requested workflow type on Microsoft Connect (http://connect.microsoft.com/), and SmartList View Approval.
Workflow 2.0 sends notification emails to users when they have received an action which needs to be performed and allows these actions to be performed via email without the using needing to be logged into Microsoft Dynamics GP. With Microsoft Dynamics GP 2015 R2, Email Notifications have been improved to integrate with Document Attachment and allow documents to be included on the email.
109 pages, ebook
First published May 30, 2015
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Displaying 1 of 1 review
June 1, 2015
Ian has done a terrific job with this book on setting up and using workflow 2.0 in Dynamics GP. So many web searches on GP Workflow turn up info on the old version. Ian's book fill an important role in providing useful information about GP's new workflow.
Displaying 1 of 1 review