Workflow Maintenance for Cards

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Posted on by Z.N

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We upgraded to GP 2013 R2 and implementing the new workflow functionality. I found it very strong although management are asking to create a workflow for cards to manage opening them, for example new items, vendors, site, customers ....etc

Any ideas ?

Z.N

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Mahmoud Saadi 32,738 on at

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Hello,

In Dynamics GP 2013 R2, the out of the box functionality supports workflow maintenance for both Purchase Order and Requisition

Cards such as Item Master, Vendor, Customer and site are not part of this workflow.

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Z.N 920 on at

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Thank you for the quick responding

I know that it is not there, I want to know if there is any solution for this

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Wassim Rahme 5 on at

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Vendor Cards coming up in GP 2015 (December)

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Mahmoud Saadi 32,738 on at

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Okay then, we are clear now

The good news is, the new workflow engine is still being developed providing very comprehensive and business-needed features. In the upcoming release of Dynamics GP (1st of December, 2014) several features were announced and the vendor is one of them. Additionally, you have batch approvals. Check them out on GP 2015 Feature of the Day

The new workflow is definitely getting better ...

Just for the record, more than 2 years ago, I received the same requirement and worked on it by utilizing the capabilities of several MS products. It basically was intended to manage the opening of new cards on the system after appropriate approvals were collected and all the associated details were correctly filled out. The work around solution included basically SharePoint, SharePoint designer and Info Path.

The forms were designed according to the need of the business to encompass several departments, the challenge was to apply security rules on the same form to allow each employee to fill in the details which he/she is required to only, without being able to modify others sections and details. In brief, Info path (for form management) did the job greatly.

Furthermore, the workflow was designed on SharePoint designer. Appropriate e-mails and notifications were considered to notify each party of the status of the form. As for SharePoint, a document library was created to archive the forms and keep them for documentation purposes so that a reference is kept for each master record in Dynamics GP.

Once the form is finally approved, the data is migrated into a staging table sorting out the card details (vendor, item, customer ...etc) to be integrated into Dynamics GP through eConnect adapter or Integration Manager.

I believe applying such a work around solution require a knowledge in all these products along programming skills to build an integration layer. If you don't have the know-how, i strongly recommend referring to your partner for such task.

I have previously illustrated all the steps I have applied on the following blog post

GP Cards Configuration – Automated Paperless Solution (1 of 2)

GP Cards Configuration – Automated Paperless Solution (2 of 2)

The idea was to have a paperless work around solution and get rid of all the routine tasks.

Please never hesitate to share any further inquiries,

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Z.N 920 on at

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i think we will need to wait and upgrade then

thank you all for the great answers

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Mahmoud Saadi 32,738 on at

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You are most welcome

Please never hesitate to share any further inquiries,

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