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Hello,
Auditors are asking for the workflow report that would show details of approvals of transactions (payables invoices).
The Workflow History Report shows who approved by date, but doesn't show the voucher or invoice number, even though the field is there.
Do you know what the issue might be?
Thank you.
I'm not aware of any new Workflow reports coming in future releases, but you can enter this product suggestion and/or vote it up at this site:
The more votes a suggestion gets, the more likely it is to be added to a future release of Dynamics GP.
Thanks
Thank you Derek,
We use Transactions approval and users were hoping there was a standard report that provided the voucher info. I realize I can put the report together but was hoping that one already exists.
Do you think future updates may have the report functioning properly?
Thank you,
Oleg.
Getting the originator and approver(s) via step can be taken from the WFI10002, WFI10003 and WFI10004 tables using a WorkflowInstanceID and WorkflowStepInstanceID values for each workflow submitted for approval.
Linking them with other can be a little more complicated.
It kind of depends on whether you're referring to the Payables Invoice Approval workflow or the Payables Batch Approval workflow types?
If PM Batch Approval, it may make sense that the WF History report doesn't show voucher numbers in a batch.
That being said, PM Trx Approval primarily uses PM10000 table with the above WFI tables, and then PM Batch Approval uses primarily SY00500 until posted, then PM80100.
Using these tables, you may be able to put together a SQL script to pull all the information you want/need in a report for the auditors, then use that in a SmartList report or other type of report to be able to pull again and again in the future for the same reasons.
Thanks
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