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  • 15

    Import / Export Workflows

    Suggested by Terry HeleyUnder Review 0
    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.
  • 3

    Add Navigation Lists for new GL Account Approval workflow

    Suggested by Rejected 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.
  • 0

    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.