2

Workflow for Revenue and Expense Deferral

Please add workflow support for Revenue and Expense Deferral module.

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
1

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 (39)

STATUS DETAILS
Needs Votes
12

Add an option to auto complete workflow when cancelling a PO in the edit PO window

When Cancelling a PO in the edit PO window, the WF status does not change. This can cause cancelled PO's to still show up for approval. Adding an option to auto-complete workflow for PO's that are canceled could help prevent buildup of canceled PO's in various WF statuses.

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
2

Allow deletion / rename of workflows while retaining workflow history

The allows workflows to be renamed to something more appropriate as sometimes users are a be minimalist when establishing them. Also, it would be good to allow deletion of old workflows that will not be used again but preserve history. An option would be a logical deletion that would basically...

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
3

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 (39)

STATUS DETAILS
Needs Votes
1

Keep the Service Item Unit Cost from the Approved Purchase Requisition - re TrackingID#2107290010000100

When 'transferring' an approved purchase requisition to a Purchase Order, the Unit Cost of a Service Item will be over written from one of the setup options listed in the Cost Selection drop down list from the Requisition Setup window. However, non of these option are applicable for a service ite...

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
13

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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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
7

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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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
7

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 (39)

STATUS DETAILS
Needs Votes
1

SEARCH MULTIPLE SPECIFIC PURCHASE ORDER NUMBERS AT THE SAME

Would like if there was a functionality to search multiple specific purchase order numbers at once perhaps under Purchase Order Processing Document Inquiry. It would also be beneficial for that information to be able to be exported into an Excel spreadsheet for reporting.

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Category: Tools - Workflow (39)

STATUS DETAILS
Declined