4

Workflow - SmartList Favourites

Hi,


It would be good if workflow could be expanded to control the saving of smartlist favourites.


It gets very messy as everyone can save copy instead of using the main reports we want them to use.


This way we could review and approve their fa...

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Category: Tools - Workflow (50)

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 (50)

STATUS DETAILS
Completed
Ideas Administrator
This was added in the 18.5 release.
Microsoft Dynamics GP October 2022 - Feature Blog Series Schedule!

Thanks
Terry
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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Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes
3

Workflow escalation and reminder email need to use Modern Auth

Our client is using GP18.5. On workflows, the reminder and escalation emails are not sent to the approvers. This is disappointing to the client as they expect this feature to work. After extensive research and testing, we have found that when you do something with workflow and emailing in t...

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Category: Tools - Workflow (50)

STATUS DETAILS
New
3

Give us some ability to create custom workflows for other series

Give admins the ability to create workflows on our own for other areas of GP -- financial, inventory, etc. I know this must be possible in some way.


Joe

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Category: Tools - Workflow (50)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your suggestion to Dynamics GP. We appreciate your input and the time you took to share your ideas with us. However, due to the current lifecycle and the nature of the change, we will not be able to consider it at this time.

There are several ISV solutions that do this today/ allow for it, please review one of them.

Thank you for your understanding and continued support.

Discontinuing support for Microsoft Dynamics GP

Best regards,
Terry Heley
Microsoft 
Sr Support Escalation Engineer

3

Mass Assign/Remove Workflow Managers

I'm working with a client who is adding workflow to multiple companies and it's super painful to have to go to every single company and every single workflow one at a time to assign Workflow Managers. What I would love to see is something like the User Access window type of scenario - select a...

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Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes
3

Provide Smartlists for Workflow Approval Data

Would like to see workflow approval data as an object in Smartlist so users can use this for SOX Compliance Reporting.

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Category: Tools - Workflow (50)

STATUS DETAILS
Completed
Ideas Administrator
Please review this blog for some free smartlist and ideas of reports
Help! My Auditor wants a report for Workflow approval information in Microsoft Dynamics GP

Thanks
Terry Heley
3

Organizational Accounts not working with thick client

If you have a hybrid system using Azure AD synch to a local domain, you cannot setup workflow in the desktop client. Workflow can only be setup in the Web Client, and then only to accounts that are in Azure. Azure Org accounts are needed to provide MFA access to Web Client, or to a Remote Desktop...

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Category: Tools - Workflow (50)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your suggestion to Dynamics GP. We appreciate your input and the time you took to share your ideas with us. However, due to the current lifecycle and the nature of the change, we will not be able to consider it at this time.

Thank you for your understanding and continued support.

Best regards,
Terry Heley
Sr Tech Support Eng EE

 

Discontinuing support for Microsoft Dynamics GP

2

Contract/ Project Open Workflow

Hi,


Like cards under Financial GL Code, Vendor we have workflows in Dynamics GP. It is suggested to bring this feature in Card for project accounting module for Contracts/ Projects/ Change Order Entries.


With Regards.

Irfan Rasheed

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Category: Tools - Workflow (50)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for taking the time to submit your suggestion. We truly appreciate your input and the effort you put into sharing your ideas with us.

After careful consideration, we regret to inform you that due to the current lifecycle stage of our product, we will not be able to implement your suggestion at this time.

We value your engagement and hope you continue to share your thoughts with us in the future.

Understand the Lifecycle Policies - Dynamics GP | Microsoft Learn

 

Terry Heley
Microsoft

2

Encumbrance Values on Requisition Workflow Notification

Users utilize requisitions to assist in managing budgets. When we enable encumbrance, GP prompts the requestor when the extended cost of the line item will exceed the budget amount. However, this information is not passed on to the approver via the workflow email notification.

The workf...

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Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes