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Payables Transaction Approval Workflow - add GL distributions to Fields available in notification email

Payables Transaction Approval Workflow - add GL distributions to Fields available in notification email. Having the GL distributions available to show in the notification email would eliminate most approvers from needing to drill into GP to approve from their email remotely.

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
15

Allow editing of font and size in custom workflow templates

When creating a custom workflow template for GP, there is no option to change the font or the size of the font. If you use document lines, the font appears to be Segoe UI, and the letter spacing is very small and difficult to read. It would be great if we have the option to select the font, and s...

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1 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
14

Workflow submission

When a workflow document is recalled or rejected and then resubmitted, the document is placed in the original workflow it was routed through, even if that workflow is no longer active. When resubmitted the document should follow the new active workflow.

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0 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
12

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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0 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

10

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 (40)

STATUS DETAILS
Under Review
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

 

10

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 (40)

STATUS DETAILS
Needs Votes
9

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 (40)

STATUS DETAILS
Needs Votes
8

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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1 Comments

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Category: Tools - Workflow (40)

STATUS DETAILS
Needs Votes
8

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 (40)

STATUS DETAILS
Needs Votes
8

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 (40)

STATUS DETAILS
Needs Votes
Ideas Administrator

We will consider this functionality in a future release.

Jodi Christiansen
PM, Microsoft