Have you recently implemented Workflow for Dynamics GP? Are you looking for ways to manage the approval process with tools other than emails? Did you know that Dynamics GP offers tools that can help you manage this process?
If you missed the Dynamics GP Tips & Tricks from our Let's Learn Live event, don't worry, we've got you covered. Here are the highlights:
Workflow Tip #1 – Customizing your homepage with workflow notifications
In the "To Do Details" section, you can customize notifications to appear on your homepage for tasks that are assigned to you. Here, you'll be notified of a task awaiting your approval and, by clicking on the link, you'll be directed to the transaction awaiting your action.
How to navigate to this feature in GP:
Microsoft Dynamics GP > Customize This Page > To Do Details
Workflow Tip #2 - Workflow navigation list reports and tracking
Did you know there are navigation lists that can help you manage items awaiting approval or items that have not been submitted for approval yet? These reports can be found under the series navigation list and can be modified to allow for options such as approving, rejecting, delegating and/or recalling a series of transactions directly from a report.
How to navigate to this feature in GP:
Microsoft Dynamics GP > Purchasing > Navigation List
Workflow Tip #3 – Workflow homepage purchase requisition
Do you have users entering "Purchase Requisitions" in GP? If yes, did you know that you can provide a quick navigation to common task, right on their homepage?
The information that displays in this area will only be for the purchase requisitions that the user has entered.
How to navigate to this feature in GP:
Customize This Page > Add Procurement
Workflow Tip #4 – Workflow user delegation
Do you have the need to delegate workflow approvals to accommodate when approvers are out of the office? The "Workflow Delegation" feature allows you to indicate who will be covering your approvals while you are away from the office, how nice is that!
How to navigate to this feature in GP:
Microsoft Dynamics GP > User Preferences > Workflow Delegation
Workflow Tip #5 – Copying your workflow setup
Do you have multiple companies in your GP environment and would like to copy the same workflow setup from one company to the next? If so, this feature will save a lot of time with setup. Using the "Copy" feature in the Workflow Maintenance screen you can either copy the steps or copy the workflow to another company.
How to navigate to this feature in GP:
Administration > Setup > System > Workflow Maintenance
Now that you have mastered the workflow process in Microsoft Dynamics GP, check out our webinar session for more GP tips and tricks. Click the link below.
