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Reset Workflows in Dynamics GP
Recently while I was testing the workflows for Dynamics GP, I have had to uninstall the Workflows. Prior to uninstalling the workflows, it is always recommended to deactivate the active workflows. I forgot I was having GL Entry batch approval workflow active while doing this uninstall operation. The result was whenever I login to GP and try to open the General entry or GL batch entry window, I get a message saying Dynamics GP…
gptip42day - Order Entry Workflow
So you want to efficiently take a call from a customer, check their credit status, item availability and pricing, and enter a new order quickly and easily while on the call with them . . .
Unfortunately, this topic is for V10 users only as prior versions of GP don't include the powerful Lists functionality in V10. (Note - click on any of the images to view larger versions of them)
This is straightforward using the Lists in the Navigation Pane. Click the Sales button in the Navigation Pane. Click the 'Customers' List at the top of the List Pane. Locate the Customer. An existing Customer's credit worthiness will likely be based on a combination of their D&B rating and your company's…
GP 2010 Feature #5: Electronic Signatures Workflow
If you’re like many of us, gathering electronic client signatures before moving forward with each project is a pain in the “you know what”. You need to ensure the contract is in the right format so your client can actually access the document in order to sign it and you need to also lock the legal terms and conditions. The preparation alone requires an extra head in your…
GP 10: Workflow
I went to the workflow session yesterday because I really want workflow and I really want it to work. I was worried that this was a half baked first step.
With everything I saw, it looks like a really good feature. There are a few limitations that will cause problems for some people but unlike some earlier workflow attempts from GP (anyone remember the original eRequisition?) it looks really well fleshed out.
I found that I was so intrigued that I hardly took any notes so here's what I remember.
- The flow was extremely flexible with lots of options for approvals. Especially prevelant were email notifications and approvals including rolling up…
GP 2010 Feature #8: Workflow
Workflows within any software are a great way to streamline every day business tasks. Microsoft Dynamics® GP 2010 takes workflows to the next level, offering more options and creating more streamlined processes. Besides the existing approval step, users can now define “action” steps as part of the workflow definition. The new action step allows you to define an action to be taken during the workflow process rather than just an approval. Once the action has been completed, the action step can be marked as completed and the workflow will advance to the next step. The action step definition includes a description of the action to be taken such as assigning a new employee a unique employee ID or contacting the Better Business Bureau to get a rating on a vendor prior to doing business with them.
Fulfillment Workflow in Sales Order Processing
The Advanced Distribution module in Dynamics GP allows you to setup a workflow process for order fulfillment. You can select up to six steps, and rename them to fit your organization. This functionality gives you more control over the order fulfilment process and helps ensure that orders are processed accurately.
These are the setup steps from the contextual "Help" documentation:
If you’re using sales fulfillment workflow, use the Sales Fulfillment Order/Invoice Setup window to activate workflow for sales. Use the Sales Fulfillment Document Workflow Setup…
Feature of the Day: Electronic Signatures Workflow
Electronic Signatures Workflow
Module: Electronic Signatures in GP 10.0, Risk Management Suite in GP 2010
Why this feature is cool!
Electronic Signatures applies preventative controls on changes to fields or windows by requiring an approval by another user. In Microsoft Dynamics GP 2010, the person who is authorized to sign the electronic signature does NOT have to be a Dynamics GP user! Adding workflow to…
Feature of the Day: Personnel Maintenance Workflow
Personnel Maintenance Workflow
Why this feature is cool!
In Microsoft Dynamics GP 2010, a Personnel Maintenance workflow is available which helps a business institute controls around employee data. The workflow submit process has been added to Payroll Personnel Maintenance. You can configure the employee record to require workflow for sensitive employee data.
Now, for example, if an…
Feature of the Day: Vendor Workflow
Why this feature is cool!
When a new vendor is added to the system, there is certain data that needs to be entered in Vendor Maintenance. Often times this information is entered by multiple individuals and involves a step by step process. Furthermore, there might be tasks that need to be done outside of the system, such as ensuring that there is a signed contract with the vendor. Microsoft Dynamics GP 2010 will incorporate a new vendor workflow that will…
GP10 Workflow SDK
Microsoft Dynamics GP 10 Workflow SDK is now available for download via PartnerSource or CustomerSource. This is the tool that you've been after if…
Lotted Items Workflow in Dynamics GP
In order to do any reporting or work with lotted items it's important to understand how the data flows through the tables.
Lotted item workflow
The item is in IV00101, ITMDRKOP = 3
NOTE: All quantities here…
Has anyone used the GP Workflow SDK?
I recently fielded a question on Experts Exchange
on how to add workflow support for a Dynamics GP ISV solution.
I know that there is a Workflow SDK, but I have never installed it or looked at the documentation. I am only aware of one or two GP clients that I have worked with that used…
This is a post I made on the Dynamics GP Community forums regarding drop ship workflows.
We dropship 50% of our orders to our customers (if I could make it so it would be 100%). Our standard workflow is to
- Enter the sales order in GP (well we actually do not use GP for our sales order entry process but we used to)
- Click the dropship box for the line items that we want to dropship
- Click the purchase button that has shown up on the sales order after you…