4 New Workflows in Microsoft Dynamics GP 2010: Start Maximizing your Microsoft Dynamics GP investment Today.

DFC just had their fall quarterly User Group. We love our quarterly User Groups because there are so many insanely valuable things our clients need to see and hear, especially with GP 2010.

It’s our job as a Microsoft Partner, to get in front of our clients and walk through the technology. (Read this If you still don’t understand what GP 2010 is, or Wave 14)  It’s your Partner’s job to help you identify what’s out there and how it can help improve your business, and to educate how to use it.

This quarter we focused on a few areas that we felt needed more clarification regarding Workflows. 

Firstly.  Let’s break this down a little.

What is a workflow? – A workflow enhances GP functionality by allowing routing and approvals.

Maybe you hired a new employee and want to notify all departments about the new employee.  This is where workflows will help streamline and automate your business process.  We’ll explain this process a little further down.

But first you need to know about something that’s changed.  Accessing Workflows are Free from a licensing perspective.  What’s changed? MOSS is no longer required to use workflows in GP 2010.  Sharepoint licence is included with Windows Sharepoint Foundation, which comes with your SQL Server.  So, from a Sharepoint licensing perspective, workflows are FREE.  From a Microsoft Partner perspective, this makes everyone’s lives MUCH easier.  Thank you Microsoft!

Tips on using workflows:

• Workflow setup is done on Microsoft Dynamics Workflow Web Site
• Workflows can be created for each workflow, but happen only one at a time
• Security in Workflows is different than securities in GP.  When we select a workflow from the website, the screen changes globally, so all approvers (ie purchase orders) will see the same screen.

Types of Workflows:

• Vendor Approval – NEW with GP 2010
• Electronic Signature Approval – NEW User Defined electronic signature approval!  Allow people outside of GP (non GP users) to approve and sign off of workflows via email notifications to provide their electronic signature on approvals.  If you’re not excited about this capability, you might want to stop reading.
• Employee Onboard Approval – NEW with GP 2010
• Action Step Workflow- NEW with GP 2010 and different then “approvals”.
• Purchase Order Approval
• Sales Quote Approval
• Customer Credit Limit Override Approval
• General Ledger Batch Approval
• Payables Management Batch Approval
• Receivables Management Batch Approval
• Employee Personnel Approval

Let’s talk a little about the Action Step Workflow.

The Action Step Workflow allows users to define actions for each step of the workflow.  This helps you define who’s approving the workflow vs. who has an action to provide.

Example of why this is cool: The new Employee On Board Workflow takes advantage of this action step feature.  As new employees are added to Payroll, there are many setup steps and several departments involved.  There are tasks within HR and Payroll, like pay codes and benefits, as well as tasks outside of HRP such as building security, ordering a computer, or scheduling new employee training. 

So, in Microsoft Dynamics® GP 2010, an Employee Onboard Workflow has been added, which can be configured to route workflow functionality to notify all departments about the new employee.  This process has been added to both Payroll Employee Maintenance and to the Human Resource Applicant Hire windows. 

Utilizing Workflows in your business may truly improve some processes that are too step invasive.  After all. It’s your Microsoft Enhancement fees that help fund this new technology.

Since 1989, DFC has worked with clients in a variety of industries including manufacturing, Tribal, non-profit, social services, distribution, and professional services.  DFC is a certified Microsoft Dynamics GP and CRM partner in the Midwest specializing in sales, implementation, integration, customization, training, and customer support.  Email us or call us at 800-277-5561 to set up free business review.

DFC Consultants specialize in Microsoft Dynamics GP, Microsoft CRM and Native American Housing solutions.

By Sarah Mueller, DFC Consultants, North Dakota Microsoft Dynamics GP Partner

4 New Workflows in Microsoft Dynamics GP 2010: Start Maximizing your Microsoft Dynamics GP investment Today. is a post from: ERP Software Blog

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