Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Unanswered

Using Payables Transactions Workflow for Convenience Interferes with Modifying Closing Dates

(0) ShareShare
ReportReport
Posted on by 5

Management would like Dynamics GP 2015 R2 configured to use Workflow for routing Invoices to Department Managers for Approval.  These invoices are usually entered in the system via the Transaction Entry (cell phone bills, computer equipment, software maintenance, etc).  Accounting either receives an electronic document or scans the paper documents which are attached with the Transaction. 

We went through the process of setting up Workflow on our system and we are able to define a Payables Transaction Approval Workflow. 

However, the Accounting department also uses Transaction Entry to pay credit card bills.  Since we turned on the Payables Transaction Approval Workflow, it prevents accounting from modifying the posting date.

We have disabled our Payables Transaction Approval Workflow for now.

Is there some way to use the Workflow and give Accounting the ability to modify the posting dates for their other Transactions?

Thank you

Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans