34

Import / Export Workflows

Add some kind of Workflow export/import so we can more easily troubleshoot complex workflows. This would also give customers a way of ‘backing up’ their complex workflows. Some of our customers are running hundreds of steps at a time, making ‘just rebuild it’ very diffi...

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1 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

15

Decimals from 5 to 2 on workflow approval emails

Currently workflow mails show amounts to 5 decimal places and this is difficult to read and work with. Decimal places should be either 2 decimal places or pick up from the currency setup.

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10 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
11

Payables Transaction Approval Workflow - add GL distributions to Fields available in notification email

Payables Transaction Approval Workflow - add GL distributions to Fields available in notification email. Having the GL distributions available to show in the notification email would eliminate most approvers from needing to drill into GP to approve from their email remotely.

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1 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
8

Add option to autopost transactions with completed workflow steps

Add an option when setting up new workflows to auto-post transactions when all required workflow steps have been met/completed. This request is becoming more common...

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0 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
8

Export Workflows

Being able to Export a workflow then import into another company would greatly help with implementing and testing new workflows.

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1 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. This is a duplicate of another suggestion, please add your vote to that suggestion 

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

7

Workflow Lookup to a specific OU

Please allow the ability to target a specific OU for Workflow AD lookups so we can speed up the time it takes to lookup AD users. This is currently affecting items such as processing batches that need approval (GP is locking up while looking for who to route to), the ability for approval via em...

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0 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
6

Add option to require comments for worklflow actions

Add an option when setting up new workflows to require comments - often workflows are based on executives' needs/requests and/or for compliance reasons. Being able to require comments will give the admin control for reporting and compliance needs.

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0 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
6

eConnect and Vendor Workflow

As of now, if you have your Vendor Workflow turned on, you cannot update Vendors information through eConnect. You will receive a message saying that this must be done through the front end in Microsoft Dynamics GP. Adding logic to allow updates through eConnect to Vendors even with Workflow ...

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0 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
5

Allow editing of font and size in custom workflow templates

When creating a custom workflow template for GP, there is no option to change the font or the size of the font. If you use document lines, the font appears to be Segoe UI, and the letter spacing is very small and difficult to read. It would be great if we have the option to select the font, and s...

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0 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
New
5

Add Navigation Lists for new GL Account Approval workflow

The newly released (with GP2018) General Ledger Account Approval workflow is a nice feature add, however it appears that the associated Navigation List is missing. For example in purchasing, I have a Navigation List for Vendors containing "Vendors Not Submitted" & "Vendors Pending Approval" and ...

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1 Comments

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Category: Tools - Workflow (23)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. From your description, we believe this functionality is already available under the Accounts Navigation List in Finacials. List views have been created for Accounts Not Submitted and Accounts Pending Approval.  Because there was an existing navigation list, we did not have to add a new navigation list to display the workflow status. This is by design.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights.