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
1

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.

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Category: Tools - Workflow (50)

STATUS DETAILS
New
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
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
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
2

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

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Category: Tools - Workflow (50)

STATUS DETAILS
Declined
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
8

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...

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Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes
1

Limit Workflow options with Delegations

The account is linked to our Active Directory. When using the workflow for Accounts Payable, the delegation feature allows the user to delegate to anyone with an Active Directory account. This means that a manager could delegate to an entry level staff member or a third party that might be in...

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Category: Tools - Workflow (50)

STATUS DETAILS
Declined
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