11

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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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
10

Fix Workflow Approval Bug - Not showing previous step comment in Approval Email

I would like to formally request the fix of a bug in the Workflow Approval Email where it does not display the comment from the previous approver (previous workflow step), only the one before the previous one. As an example, we have a client that is set up with a Purchase Requisition Workflow ...

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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Completed
Ideas Administrator

Hi Ricardo, 

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

Jodi Christiansen
PM, Microsoft 

9

GP Workflow - email notifications to approvers

Please add email notifications to include approvers, not just originators. This will be helpful for multiple approvers. They can be notified that an approval was completed by another approver, and avoid having them go back to the email to approve the workflow again. Thanks!

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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Under Review
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

 

9

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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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
8

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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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
7

General Ledger Transaction Approval

Add a new feature in workflow to allow general ledger transaction approval (in addition to batch approver) and include the option to include document attachment

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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
7

Keep Vendor Information up on the screen when recalling them with new Workflow Changes

When a new change is made on a Vendor record who has already been approved, it must be Recalled, which makes sense. However, when you recall the Vendor Record the window clears so you must look the vendor back up in order to resubmit the Vendor through workflow for approval. This creates multip...

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1 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
7

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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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

We will consider this functionality in a future release.

Jodi Christiansen
PM, Microsoft 

6

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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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
6

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 (39)

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. 

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