Suggest a new Idea

    • 30

      Import / Export Workflows

      Suggested by Terry HeleyUnder Review 1
      Category: Tools - Workflow

      Add some kind of Workflow export/import so we can more easily troubleshoot complex workflows. This would also give customers a way of ‘backing up’ their complex workflows. Some of our customers are running hundreds of steps at a time, making ‘just rebuild it’ very difficult but it’s a very common resolution to sporadic issues.
    • 9

      Decimals from 5 to 2 on workflow approval emails

      Suggested by Mark MullerNew 9
      Category: Tools - Workflow

      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.
    • 6

      Workflow Lookup to a specific OU

      Suggested by Kayla SchillingNew 0
      Category: Tools - Workflow

      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 email (Web services is timing out), and setting up the workflow.
    • 6

      Add option to autopost transactions with completed workflow steps

      Suggested by Dawn PrigmoreNew 0
      Category: Tools - Workflow

      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...
    • 5

      Export Workflows

      Suggested by Windi EppersonNew 1
      Category: Tools - Workflow

      Being able to Export a workflow then import into another company would greatly help with implementing and testing new workflows.
    • 5

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

      Suggested by Brenda NibloNew 0
      Category: Tools - Workflow

      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.
    • 4

      Add option to require comments for worklflow actions

      Suggested by Dawn PrigmoreNew 0
      Category: Tools - Workflow

      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.
    • 4

      Add Navigation Lists for new GL Account Approval workflow

      Suggested by Michael WeaverRejected 1
      Category: Tools - Workflow

      The newly released (with GP2018) General Ledger Account Approval workflow is a nice feature add, however it appears that the associated Navigation List is missing.

      For example in purchasing, I have a Navigation List for Vendors containing "Vendors Not Submitted" & "Vendors Pending Approval" and also have similar navigation lists for Payables Transactions, Purchase Order Transactions, Purchase Requisition Transactions, etc... However in Financial, I only have the list for General Ledger Batches and nothing for General Ledger Accounts.

      Without such a list, it is difficult to determine the workflow status of GL accounts. Please add a workflow navigation list for the new GL Account Approval workflow.
    • 3

      Sort document lines in workflow email by line number (or some other column)

      Suggested by Daniel StewartNew 0
      Category: Tools - Workflow

      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 installed on their machines), we've customized the WF ASSIGN PO APPROVAL email message to include document lines. One of the document line columns we're using is the line number info from the PO entry window. In most cases it works fine, numbering things sequentially, but as soon as we start using it for inventoried items, the table in the email starts to sort by the "Item Number" column.

      This means that directors are getting PO approvals and the line numbers, for example, from top to bottom, read 3, 14, 6, 1, 2, 5, 4, etc...

      It's not the biggest issue in the world, but the directors here have asked that these be sorted by line number.

      It would be great if we could decide which document line column to sort these by, and would make all the executives happy!

      Thank you!
    • 3

      eConnect and Vendor Workflow

      Suggested by Isaac OlsonNew 0
      Category: Tools - 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 turned on, would be a great addition to eConnect.

      Essentially the only way to get through this is by turning the Workflow off, then updating the vendors and turning it back on, but then you also have to make sure you set the workflow status back to what it was or else it will come in as a 0 which is invalide.

      PRE PROC

      Update WF100002
      Set Active = 0
      Where Workflow_Type_Name = 'Vendor Approval';

      if exists(select VENDORID from PM00200 where VENDORID = @I_vVENDORID)
      begin
      select @I_vUSRDEFND1 = (Select Workflow_status from PM00200 where VENDORID = @I_vVENDORID)
      End

      Else

      Begin
      select @I_vUSRDEFND1 = 1
      End

      POST PROC

      Update WF100002
      Set Active = 1
      Where Workflow_Type_Name = 'Vendor Approval';

      update PM00200
      Set Workflow_Status = @I_vUSRDEFND1
      where VENDORID = @I_vVENDORID

      I tested this in my environment and it worked for me.