4

Allow minor changes to purchase requisitions without recalling

In most workflow systems, minor edits can be made to purchase requisitions without having to go back through the entire approval process. Non material changes such as updating user defined 1, user defined 2, or changing the description of the item without changing the price should be allowed to ...

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Category: Tools - Workflow (24)

STATUS DETAILS
New
4

Update GL Posting Journal and Edit List Approval Information for Workflow 2.0

If Workflow 2.0 is turned on - the approval information on the GL Posting Journal and Edit Lists should reflect the Workflow Approval Information. The reports still pull data from the "old" approval method from Setup>>Posting>>Posting.

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Category: Tools - Workflow (24)

STATUS DETAILS
New
4

Sort document lines in workflow email by line number (or some other column)

Our company just started using the purchase order approval workflow function in GP, and so far it's been fantastic and rock solid. There is one odd issue, however: in order to give our directors as much information in the approval email as possible (many of them don't use GP or even have it inst...

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Category: Tools - Workflow (24)

STATUS DETAILS
New
3

Payables Transaction Approval Workflow - Add GL Lookup and Editing functionality for approver(s)

This request is very similar to one that already exists for adding the GL Accounts to the approval e-mail, however instead of just notifying the approver of the GL coding via the e-mail, it would be nice if the approver could make changes to the GL coding. If the GL account was added to the ap...

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Category: Tools - Workflow (24)

STATUS DETAILS
New
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

3

Workflow conditions multiple values in a single condition separated by comma

In most query tools today you can have multiple values in a single condition. When building out workflow for GP, we often use the requested by field and have to repeate the conditions several times if there are more then one user. For example: Amount < 5000 and Requested by = Rklaproth OR Amo...

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Category: Tools - Workflow (24)

STATUS DETAILS
New
2

GP Workflow Setup Window: Allow App passwords for authentication using O365 account

When setting up Workflow System Settings in GP, you need to use basic authentication if you are using Exchange Online. Currently, the password limit is 15 characters. Can we set up the workflow system settings to work the same way the Exchange is setup for emailing in GP such as allowing the u...

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Category: Tools - Workflow (24)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

2

Allow some changes to PO without recalling

Add the ability to make some changes to POs without the need to recall and approve it again. There are several ways this could be done - at the simplest format if the subtotal amount doesn't increase beyond a certain percent from the originally approved amount that is input by a GP setup windo...

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Category: Tools - Workflow (24)

STATUS DETAILS
Needs Votes
Ideas Administrator

We will consider this functionality in a future release.

Jodi Christiansen
PM, Microsoft 

2

Add Note Text to payables workflow message

Make Note Text from transaction entry available as a field to add in Workflow Email Message setup

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Category: Tools - Workflow (24)

STATUS DETAILS
New
2

Allow PTE Timesheets with No Lines to Follow Normal Workflow When Submitted

This request is for timesheets with no rows on them to be correctly routed by Workflow to the appropriate approval step. Our company requires employees who work zero hours during a week have to submit a timesheet with zero hours. If that timesheet has header information only (does not have at le...

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Category: Tools - Workflow (24)

STATUS DETAILS
New
0

Ability to sort data in Workflow Email Document Line Fields

For workflow emails that include the potential to present multiple records (like PTE Timesheet information), we need the ability to create custom sorting rules in the Document Line Fields section. Specifically in the PTE Timesheet email, the data includes multiple time records for different da...

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Category: Tools - Workflow (24)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Charlie, Thank you for the suggestion. We will consider this for a future release if there are enough votes. 

Jodi Christiansen
PM, Microsoft