Configure GP 18.x workflow email to function independently of GP email Application ID configuration
We want to use an SMPTP relay for a high volume of workflow related email notifications for a client. As soon as we configure an Application ID in the company email setup the workflow SMTP functionality stops working - prompting the end user to authentication using Modern Authentication - and ...
Workflow Setup - Use Application ID (Modern)
It would be nice to have the Workflow setup have the same features that are in email setup.
Currently, if you use this you need to have a SMTP server that handles simple authentication and that is no longer possible without using something like Brevo.
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...
New column in Navigation list
In the Navigation list called Purchase Orders Pending Approval under Purchase Orders Transactions, there is a column called Required date showing when the workflows needs to be approved. It would be nice to have a column that shows the time/date the workflow was submitted for approval.
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
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
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...
Ability to have batch information on recurring general ledger workflow batch approval emails in web service.
I would like to have the details populated for approvals in recurring GL batches.
Single batches do include this information, just not recurring.
As a workaround you could include the workflow attachments for this information vs just in the email.
Thanks
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...
Expand Workflow Auto-Posting to Transactional Workflows - Purchasing Receivings
With 18.5, we were given the function to auto-post a batch after approval.
Particularly with Receivings Transaction Approval (where there is no batch-level approval optional available), our users would benefit greatly from the ability to auto-post a TRANSACTION (that's sitting...