Comments
Just discovered this now that while the Purchase / Sales / FA / Recurring etc journals all come under the subset of "General Journals" (set up as General Journal Templates), they don't all have the same ability to have approvals or workflows activated from them. That is crazy - they should all work the same. And then you turn on the out of the box General Journal approvals and the journals fail because they are not approved. So either add the functionality to all of them or adjust the out of the box Workflow to only look at General Journals.
This is very important...please help us out here. We are currently having to manually open the table browser, export the data to excel, and create reporting around this Excel file. Only a Sysadmin has the ability to see this table using the table browser, and managers who are trying to report cannot get the data they need without sysadmin action.
When you set up any workflow for approval of G/L account type Lines you need to send the lines for approval. It doesn't matter if you are in a General Journal, Item Journal, Sales Journal, Fixed Asset Journal, etc... If you want to use the Workflow Function for approvals for this (which is a great feature) it halts your ability to use any of these other journals. All you need to do is add the Send for Approval as well as the Approval/Reject functions to every "journal" type and then the workflows would work brilliantly. The one product offering "workflows" current render all of the other journals unusable without paying for an extension. As a customer spending a LOT of money per year for this product I do not think its reasonable to ask us to pay our partners even more money to be able to use the base product the way it is designed to work. Its actually shameful that we have to beg microsoft for this feature.
As part of the presales team at Alithya, we have many prospects and customers asking for this functionality. This seems especially important to CPG, Food & Beverage customers. Most customers prefer to handle these trade promotions within the core ERP as sales activity drive most of the the accruals, so using an ISV is a turn off to most customers.