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...
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...
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...
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and then resubmitted, the document is placed in the original workflow it was routed through, even if that workflow is no longer active.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.
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
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...
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.
plan to support flows being populated on portal workflows under portal administration
currently only CDS workflows are being populated under portal administration and want PowerApp flow also to be populated under the portal workflow action in a entity form under portal administration.
Workflow - Define Specific Number of Approvers in Step
We currently have 3 options for approval steps. - Requires 1 approver - Requires majority approver - Requires all approvals A 4th step being... - Requires __ Number of Approvers Would be incredibly helpful in just about every scenario that I can imagine for the Purchasing module if nothing else...
Workflow for new Items in Inventory
It would be great to expand workflow to the Inventory series, specifically for new inventory items. I've received this request several times - if there is a way to have an approval of a new item before it can used on a BOM or transaction.