Allow minor changes to purchase requisitions without recalling
In most workflow systems, minor edits can be made to purchase requisitions without having to go back through the entire approval process. Non material changes such as updating user defined 1, user defined 2, or changing the description of the item without changing the price should be allowed to ...
eConnect and Vendor Workflow
As of now, if you have your Vendor Workflow turned on, you cannot update Vendors information through eConnect. You will receive a message saying that this must be done through the front end in Microsoft Dynamics GP. Adding logic to allow updates through eConnect to Vendors even with 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
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!
Thank you for the suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Fix Workflow Approval Bug - Not showing previous step comment in Approval Email
I would like to formally request the fix of a bug in the Workflow Approval Email where it does not display the comment from the previous approver (previous workflow step), only the one before the previous one. As an example, we have a client that is set up with a Purchase Requisition Workflow ...
Hi Ricardo,
Thank you for your suggestion. We will consider this in a future release.
Jodi Christiansen
PM, Microsoft
Allow some changes to PO without recalling
Add the ability to make some changes to POs without the need to recall and approve it again. There are several ways this could be done - at the simplest format if the subtotal amount doesn't increase beyond a certain percent from the originally approved amount that is input by a GP setup windo...
We will consider this functionality in a future release.
Jodi Christiansen
PM, Microsoft
Sort document lines in workflow email by line number (or some other column)
Our company just started using the purchase order approval workflow function in GP, and so far it's been fantastic and rock solid. There is one odd issue, however: in order to give our directors as much information in the approval email as possible (many of them don't use GP or even have it inst...
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...
Update GL Posting Journal and Edit List Approval Information for Workflow 2.0
If Workflow 2.0 is turned on - the approval information on the GL Posting Journal and Edit Lists should reflect the Workflow Approval Information. The reports still pull data from the "old" approval method from Setup>>Posting>>Posting.
Workflow Report
Create a Report in workflow to either print or export workflow steps so it can be used for auditing purposes.
Thank you for your suggestion. From your description, we believe this functionality is already on a list of enhancements being considered for future releases.
Best regards.
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Administrator
This can be handled through a pre/ post procedure.
If the Workflow is turned off (Not Activated) then by default the vendors would be updated or imported with a status of (Not Activated) unless you used post or preproc logic in eConnect to preserve the status that it was previously when you imported.
When you have a status of Not Activated, the Vendor is treated as if it has never have workflow active on it before. So they will still be able to post transactions for these Vendors, but next time they click Submit on one of these vendors, they could see error messages on the Workflow tables. Such as cannot insert NULL value on WF30100.
After a Vendor has been through workflow there should be a record in the WFI10002 table for that Vendor Record. The Workflow_Status column on this table should match the Workflow_Status column on the PM00200 table.
You could try using a query such as this to look for any Vendors which have a mismatch on the Workflow_Status between these 2 tables.
select VENDORID, a.Workflow_Status, b.Workflow_Status from PM00200 a join WFI10002 b on a.VENDORID = b.WfBusObjKey where b.Workflow_Type_Name = 'Vendor Approval' and a.Workflow_Status <> b.Workflow_Status
Once you have confirmed which Vendors do not match up, you could run the following update to get the tables back in synch. (I would highly recommend making a restorable backup of the database or do this in a test company with a copy of live before running any updates on the data as these scripts are provided as is and are not supported)
Terry HeleyPM00200 set Workflow_Status = b.Workflow_Status FROM WFI10002 b JOIN PM00200 a on a.VENDORID = b.WfBusObjKey where b.Workflow_Type_Name = 'Vendor Approval' and a.Workflow_Status <> b.Workflow_Status
After running the script, any vendor that was truly previously approved through workflow will have it’s status set back to 6 for completed and they will not need to be reapproved. If the Workflow_Status remains a 9 on a vendor, then they truly have never been through an active workflow in the past.
Microsoft