Dynamics GP 2018 Workflow Feature Enhancements

By Tracey BrinkmanGP 2018, Microsoft Dynamics GP, System, , , With 0 comments

Dynamics GP 2018 Workflow Feature Enhancements

Follow this link for the Microsoft Dynamics GP 2018 New Features Blog Series: https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule

The capabilities of workflow have been extended in the GP 2018. This information was taken from the 2018 What’s New document. I have posted this with the addition of screenshots for some of the new features.

In addition to new workflows, including:

General Ledger account approvals:

Dynamics GP 2018 Workflow Feature Enhancements_General Leger Account Approval

Purchase Order invoice approval:

Dynamics GP 2018 Workflow Feature Enhancements_Purchase Order Invoice approval

Reminder emails: This enhancement lets you set a reminder time period on the workflow that’s used to notify users if they haven’t reacted to their assigned workflow task within the specified time frame.

Copy workflow step: This enhancement adds efficiency to the process of setting up workflows by enabling you to copy steps within a workflow, renaming the step and including substeps to a workflow.

Dynamics GP 2018 Workflow Feature Enhancements

Reporting for workflow: A new workflow history report has been added for GP 2018.

Dynamics GP 2018 Workflow Feature Enhancements_Workflow History Report

The report can be filtered by Workflow Type, Workflow Managers, Workflow User, Completion Date, and Due Date.

Dynamics GP 2018 Workflow Feature Enhancements_Workflow Report Options_Ranges

The option to include workflow comments on the report is also available.

Additional fields have been added to the Payables transaction workflow.

To use the new fields, mark the Extended fields list option in the Work Maintenance window.

Then select the fields you want to use in the Workflow Condition Editor. The new fields include:

• Vendor account • Comment 1 • Comment 2 • Vendor class ID • Payment priority

Additional messages are available for purchase order workflow.

This enhancement lets you add account descriptions to workflow message that are distributed via email for Purchase order workflows and purchase requisition workflows.

Bank used for EFT added to vendor approval workflow: Additional information is now included in the Vendor approval workflow that shows the bank that the vendor uses for electronic funds transfers (EFT).

To use the new field, mark it in the Extended fields list option in the Work Maintenance window. Then add it to the workflow in the Workflow Condition Editor.

These extended fields are all the EFT banking fields that can be set up on the vendor for EFT information.

They include the country, bank name, bank account, and SWIFT code.

Dynamics GP 2018 Workflow Feature Enhancements

New workflows have been added to control:

The addition of general ledger accounts

Purchase Receiving transactions

Purchasing Invoices.

The workflow for general ledger accounts can be initiated from any area of the system for any new accounts, or for any accounts that are in a workflow state, for example when an account has been edited, but not yet approved.

If you are an iSolutions client and have questions regarding Dynamics GP 2018 Workflow Feature Enhancements or any of the Microsoft Dynamics GP 2018 New Features;  or would like to schedule an upgrade, please contact us at: support@isolutionspartners.com

If you are still on Microsoft Dynamics GP 2013 or earlier, please contact us to discuss upgrading before mainstream support for your version expires on 4/10/2018.