54

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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11 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Completed
Ideas Administrator
This was a feature added in the 18.6 release October 2023
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
 
20

Workflow history not available on a JE Reversal

Our client had a situation where the auditors pulled a transaction to look at the workflow history and it was a JE Reversal and the icon the toolbar to view History is greyed out. If you look at the original JE you can view the history but not on the reversal. Would like the ability to see thi...

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2 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Completed
Ideas Administrator

This was added in the October 2022 Release, 18.5
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Terry Heley
Microsoft

20

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 (46)

STATUS DETAILS
Completed
Ideas Administrator
This feature is completed in the Fall 2021 release due out 10.1.2021
(99+) Microsoft Dynamics GP (2021) New Feature Blog Series Schedule! - Microsoft Dynamics GP Community
 
12

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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1 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Completed
Ideas Administrator
Thanks for the suggestion.
This can be handled through a pre/ post procedure.

If the Workflow is turned off (Not Activated) then by default the vendors would be updated or imported with a status of (Not Activated) unless you used post or preproc logic in eConnect to preserve the status that it was previously when you imported.


When you have a status of Not Activated, the Vendor is treated as if it has never have workflow active on it before. So they will still be able to post transactions for these Vendors, but next time they click Submit on one of these vendors, they could see error messages on the Workflow tables. Such as cannot insert NULL value on WF30100.
After a Vendor has been through workflow there should be a record in the WFI10002 table for that Vendor Record. The Workflow_Status column on this table should match the Workflow_Status column on the PM00200 table.
You could try using a query such as this to look for any Vendors which have a mismatch on the Workflow_Status between these 2 tables.


select VENDORID, a.Workflow_Status, b.Workflow_Status from PM00200 a join WFI10002 b on a.VENDORID = b.WfBusObjKey where b.Workflow_Type_Name = 'Vendor Approval' and a.Workflow_Status <> b.Workflow_Status

Once you have confirmed which Vendors do not match up, you could run the following update to get the tables back in synch. (I would highly recommend making a restorable backup of the database or do this in a test company with a copy of live before running any updates on the data as these scripts are provided as is and are not supported)


  1. PM00200 set Workflow_Status = b.Workflow_Status FROM WFI10002 b JOIN PM00200 a on a.VENDORID = b.WfBusObjKey where b.Workflow_Type_Name = 'Vendor Approval' and a.Workflow_Status <> b.Workflow_Status

    After running the script, any vendor that was truly previously approved through workflow will have it’s status set back to 6 for completed and they will not need to be reapproved. If the Workflow_Status remains a 9 on a vendor, then they truly have never been through an active workflow in the past.
Terry Heley
Microsoft
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 (46)

STATUS DETAILS
Completed
Ideas Administrator

Hi Ricardo, 

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

Jodi Christiansen
PM, Microsoft 

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 (46)

STATUS DETAILS
Completed
Ideas Administrator

This is a feature in the 2021 release
(+) Microsoft Dynamics GP October 2021- Workflow Approval Count - Microsoft Dynamics GP Community
Thanks
Terry Heley
Microsoft

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 (46)

STATUS DETAILS
Completed
Ideas Administrator
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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0 Comments

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Category: Tools - Workflow (46)

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

Thanks
Terry
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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0 Comments

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Category: Tools - Workflow (46)

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