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...
Allow PTE Timesheets with No Lines to Follow Normal Workflow When Submitted
This request is for timesheets with no rows on them to be correctly routed by Workflow to the appropriate approval step. Our company requires employees who work zero hours during a week have to submit a timesheet with zero hours. If that timesheet has header information only (does not have at le...
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.
Help! My Auditor wants a report for Workflow approval information in Microsoft Dynamics GP
Thanks
Terry Heley
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...
Organizational Accounts not working with thick client
If you have a hybrid system using Azure AD synch to a local domain, you cannot setup workflow in the desktop client. Workflow can only be setup in the Web Client, and then only to accounts that are in Azure. Azure Org accounts are needed to provide MFA access to Web Client, or to a Remote Desktop...
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
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...
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.
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
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...
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
Administrator
Microsoft Dynamics GP October 2022 - Feature Blog Series Schedule!
Thanks
Terry