5
I have created a workflow for GL Batch Approval, but when the approver gets the email and logs into GP, they do not have the option to approve.
Is there a certain role/security setup I am missing that will allow them to do so?
Thank you in advance for any info you can provide.
Thank you also Derek, I did not know where to find the drop down to approve/reject, etc. It is working now.
Thank you Lynne. I believe the option to approve was there, I just did not know where to look.
It is working at this point.
Hello Trudy,
I just wanted to mention, that Workflow assigns workflows to a user's Windows account, not their GP login.
So, in this example, the approvers could be logged into GP as the 'sa' login and it wouldn't matter if they are not also logged onto the server or workstation, where they're accessing Dynamics GP, as the specific Windows account that the workflow is assigned to.
A good way to verify this is, if the users are not logged on as the specified approver's Windows account, they only have the option to Recall a workflow, but they won't have the options to Approve, Reject or Delegate the workflow, which only the specified approver will be able to do.
The Workflow Manager of the GL Batch Approval workflow type will also have permissions to take action on all submitted GLs and workflows and is the only exception.
Thank you,
Hi Trudy,
Are they actually able to get into the Batch Entry window for the financial series and see the batch? What is the workflow-related message at the top of the batch window?
Lynne
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,558
Super User 2024 Season 2
#2
Martin Dráb
228,645
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (