6

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 (40)

STATUS DETAILS
Needs Votes
6

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 (40)

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 (40)

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. 

5

Workflow - Define Specific Number of Approvers in Step

We currently have 3 options for approval steps. - Requires 1 approver - Requires majority approver - Requires all approvals A 4th step being... - Requires __ Number of Approvers Would be incredibly helpful in just about every scenario that I can imagine for the Purchasing module if nothing else...

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0 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Under Review
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. 

5

Workflow for new Items in Inventory

It would be great to expand workflow to the Inventory series, specifically for new inventory items. I've received this request several times - if there is a way to have an approval of a new item before it can used on a BOM or transaction.

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0 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Under Review
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. 

5

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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1 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

4

Workflow for Revenue and Expense Deferral

Please add workflow support for Revenue and Expense Deferral module.

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
4

Dynamics GP: Workflow toggle to prevent edits to a batch after submission

Currently you can add transactions to a GL\PM\RM batch submitted in workflow until the batch has received final approver (at which point adding to the batch will cause it to be resubmitted). In some environments they do not want any edits to a batch after initial submission and a toggle on the wo...

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
4

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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0 Comments

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Category: Tools - Workflow (40)

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 

4

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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0 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes