54

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.

Read more...

11 Comments

Read more... 11 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Completed
Ideas Administrator
This was a feature added in the 18.6 release October 2023
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
 
24

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes
21

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Declined
Ideas Administrator
Thanks for the suggestion.
With the Lifecycle of Dynamics GP at this time, this suggestion would be out of scope.
Thanks
Terry Heley
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...

Read more...

2 Comments

Read more... 2 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Completed
Ideas Administrator

This was added in the October 2022 Release, 18.5
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Terry Heley
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (50)

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
 
19

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for taking the time to submit your suggestion. We truly appreciate your input and the effort you put into sharing your ideas with us.

After careful consideration, we regret to inform you that due to the current lifecycle stage of our product, we will not be able to implement your suggestion at this time.

We value your engagement and hope you continue to share your thoughts with us in the future.

Understand the Lifecycle Policies - Dynamics GP | Microsoft Learn

 

Terry Heley
Microsoft

17

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 (50)

STATUS DETAILS
Needs Votes
17

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Declined
Ideas Administrator
Thanks for the suggestion.
With the Lifecycle of Dynamics GP at this time, this suggestion would be out of scope.
Thanks
Terry Heley
16

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

14

GP Workflow - email notifications to approvers

Please add email notifications to include approvers, not just originators. This will be helpful for multiple approvers. They can be notified that an approval was completed by another approver, and avoid having them go back to the email to approve the workflow again. Thanks!

Read more...

0 Comments

Read more... 0 Comments

Category: Tools - Workflow (50)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft