Workflow Additions: Microsoft Dynamics GP 2015

Hello All,

In Microsoft Dynamics GP 2015, we have introduced a number of new workflow types. The new types, which reside in the core Dynamics GP modules, include the following:

• General Ledger Batch Approval
• Receivables Batch Approval
• Payables Batch Approval
• Vendor Approval

The first three types are Batch Approval types which require an approval before a batch can be posted. Some actions are allowed prior to approval. It is possible to create the batch, add transactions to the batch, and print the edit list for the batch prior to approval. In instances where a check would be printed in Payables, that printing is not allowed on a batch which has not yet been approved. It is not possible to post a batch that has not been approved, when the related workflow type has been enabled.

The Vendor Approval type, if enabled, will require that a new vendor be approved before any related transactions can be posted. Some transactions, such as vouchers and manual payments, can be entered and saved. However, computer check payments cannot be entered or saved.

Is it necessary to use these types? No, none of these four types are required. You can continue to process all of these batches, and enter new vendors, without using the workflow, if desired.

What else should we think about? If you are enabling a batch approval type, verify that the “Allow Transaction Posting” checkbox in the Posting Setup window, for the related Series and Origin, is unmarked. This will force all transactions to be saved in a batch and the batch to be approved prior to posting.

There are other workflows, in addition to these in the core Dynamics GP modules, added in Microsoft Dynamics GP 2015. They include the following workflow types:

• Employee Profile Approval
• (Human Resources) Employee Skills Approval
• Payroll Direct Deposit Approval
• Payroll W4 Approval
• (Project PTE) Expense Report Approval

These are in addition to the types which were previously introduced in Microsoft Dynamics GP 2013 R2:

• Purchase Order Approval
• Purchase Requisition Approval
• Payroll Timecard Approval
• (Project PTE) Timesheet Approval

 Thanks,

Tammy Torgerson

Microsoft

For more information regarding Microsoft Dynamics GP 2015:

What's New for Microsoft Dynamics GP 2015 Blog Series!

For comprehensive videos - Applications

Microsoft Dynamics GP 2015 New Features - Applications

 Microsoft Dynamics GP 2015 System Wide New Features 

For Workflow-specific videos

GP 2015 - Workflow 2.0 (Partner Learning Center)

GP 2015 – Workflow 2.0 (You Tube)

To go straight to the Downloads:

Microsoft Dynamics GP 2015 Product Download Page  

Microsoft Dynamics GP 2015 System Requirements

Up to date information regarding Microsoft Dynamics GP 2015:

Microsoft Dynamics GP 2015 Upgrade Hot Topic

Full Documentation – Workflow  New Features

Microsoft Dynamics GP 2015 - Workflow