1

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

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
1

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
1

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

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
2

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
6

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Completed
5

Workflow for Revenue and Expense Deferral

Please add workflow support for Revenue and Expense Deferral module.

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Declined
3

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
15

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (46)

STATUS DETAILS
Under Review