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New Workflow in Microsoft Dynamics GP 2013 R2!

Terry R Heley Profile Picture Terry R Heley Microsoft Employee

Microsoft Dynamics GP now has a new workflow system, loud cheers from the crowd!!

This is fantastic because now it will be easier to deploy, easier to access, and easier to customize, who doesn't want that!

The workflow design experience is now in a Microsoft Dynamics GP window, replacing the prior workflow system, and removing the dependency on SharePoint. 

This system allows users to design workflows, such as approval paths, for documents in Dynamics GP.

The workflow approvals can be completed within the user interface, and there is the option to approve them external to the user interface using the link on the notification email.

 In Microsoft Dynamics GP 2013 R2, four workflow types will be available for use in the new system:

Purchase Order Approval
Purchase Requisition Approval
Payroll Timecard Approval
Project Timesheet Approval
**Other workflow types will be available in future releases.

Click HERE to review detailed documentation on the new GP 2013 R2 WORKFLOW!!!
Click HERE to check out the video!!

Tammy Torgerson

Comments

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  • Buzz2T Profile Picture Buzz2T 15
    Posted at
    The 2 "Click HERE" links above are dead. I came here from: learn.microsoft.com/.../workflow-manager-in-microsoft-dynamics-gp Please fix
  • Community Member Profile Picture Community Member
    Posted at

    Tammy how can i deploy the web services to access from outside our company network?

  • Terry R Heley Profile Picture Terry R Heley Microsoft Employee
    Posted at

    It does use Active Directory, below are some newer blog articles we have written to help you through this, along with another VIDEO of all the types.

    www.youtube.com/watch;feature=youtu.be

    community.dynamics.com/.../microsoft-dynamics-gp-2013-r2-workflow-2-0-39-s-workflow-user-setup-window-options-explained.aspx

    community.dynamics.com/.../workflow-2-0-39-s-workflow-user-setup-window-options-part-2-hierarchy.aspx

    community.dynamics.com/.../workflow-2-0-39-s-workflow-user-setup-window-options-part-3-workflow-role.aspx

    Thanks

    Terry

  • Community Member Profile Picture Community Member
    Posted at

    What is a "Direct Manager" in Workflow under Hierarchy and where do you designate a user's Direct Manager?  I have seen posts that say it is in Active Directory (really?) and others that say you need to set up the Organizational Structure in GP.  Is there any documentation on that?

  • Jared Hall Profile Picture Jared Hall
    Posted at

    Joshua, the functionality is available to be able to approve from outside your company network. However, it requires that GP Web Services be accessible on an extranet. If IT is telling you that you must be connected to the company network, then they may not have deployed Web Services to an extranet, and they may not be able to do, depending on the company's policies for exposing services outside the firewall.

    Beratung, there are a couple of requirements for getting the Workflow section of the ribbon to display for navigation lists. First, the workflow for the documents in the list must be active. Second, the user must have security privileges to view the document in the associated window.

  • Community Member Profile Picture Community Member
    Posted at

    In your documentation you mention that "Within any of these lists where the transaction in question is displayed, one or more transactions can be marked, and then the Workflow section of the ribbon can be used to act upon the pending action.".  That section of the ribbon isn't showing up under any of the series/modules lists.  Is there a setup or something that we may be missing?

  • Joshua Cuevas Profile Picture Joshua Cuevas 5
    Posted at

    Hi Tammy / Jared,  Does the PO approval via Web Componentes, (Email Functionality) can be done even if I´m out of the office? or is necesary stay connected at the LAN (VPN for example), Is very usefull but my IT equipment tells me that is needed to stay conected to the LAN in order to approve the PO via the links on the email,

    regards,

  • Jared Hall Profile Picture Jared Hall
    Posted at

    Reuben, all Workflow users are based on Active Directory, rather than GP users. So the email address for each user is based on the address in AD. Hierarchies are also based on the management hierarchies set up in AD.

    Jared

  • Reuben Cook Profile Picture Reuben Cook 100
    Posted at

    Tammy, how does workflow 2.0 manage recipient email addresses?  Does it just look at the Active Directory email address for each person added?  Also, without SharePoint, how does it determine the hierarchy?

    Thanks!

    reubenc@squire.com

  • Community Member Profile Picture Community Member
    Posted at

    The Dynamics GP and Services Blog as now completed the Microsoft Dynamics GP 2013 R2 New Features Blog