26

Decimals from 5 to 2 on workflow approval emails

Currently workflow mails show amounts to 5 decimal places and this is difficult to read and work with. Decimal places should be either 2 decimal places or pick up from the currency setup.

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11 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
20

Workflow history not available on a JE Reversal

Our client had a situation where the auditors pulled a transaction to look at the workflow history and it was a JE Reversal and the icon the toolbar to view History is greyed out. If you look at the original JE you can view the history but not on the reversal. Would like the ability to see thi...

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2 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion. We will consider this for a future release.

Jodi Christiansen
PM, Microsoft 

20

Add option to autopost transactions with completed workflow steps

Add an option when setting up new workflows to auto-post transactions when all required workflow steps have been met/completed. This request is becoming more common...

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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Completed
Ideas Administrator
This feature is completed in the Fall 2021 release due out 10.1.2021
(99+) Microsoft Dynamics GP (2021) New Feature Blog Series Schedule! - Microsoft Dynamics GP Community
 
20

Payables Transaction Approval Workflow - add GL distributions to Fields available in notification email

Payables Transaction Approval Workflow - add GL distributions to Fields available in notification email. Having the GL distributions available to show in the notification email would eliminate most approvers from needing to drill into GP to approve from their email remotely.

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1 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
18

Add option to require comments for worklflow actions

Add an option when setting up new workflows to require comments - often workflows are based on executives' needs/requests and/or for compliance reasons. Being able to require comments will give the admin control for reporting and compliance needs.

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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
14

Allow editing of font and size in custom workflow templates

When creating a custom workflow template for GP, there is no option to change the font or the size of the font. If you use document lines, the font appears to be Segoe UI, and the letter spacing is very small and difficult to read. It would be great if we have the option to select the font, and s...

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1 Comments

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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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0 Comments

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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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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
11

Payables Transaction Approval Workflow - Add GL Lookup and Editing functionality for approver(s)

This request is very similar to one that already exists for adding the GL Accounts to the approval e-mail, however instead of just notifying the approver of the GL coding via the e-mail, it would be nice if the approver could make changes to the GL coding. If the GL account was added to the ap...

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0 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion. We will consider this for a future release. 

Jodi Christiansen
PM, Microsoft 

11

Workflow Lookup to a specific OU

Please allow the ability to target a specific OU for Workflow AD lookups so we can speed up the time it takes to lookup AD users. This is currently affecting items such as processing batches that need approval (GP is locking up while looking for who to route to), the ability for approval via em...

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1 Comments

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Category: Tools - Workflow (39)

STATUS DETAILS
Needs Votes