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Dynamics GP Accounts Payable Workflows

Posted on by 75

For the Payables Transaction Approval Workflow, is this available only for transactions that originate from Transactions>Purchasing>Transaction Entry(PMTRX)?  Are there any other types of payables transactions that are supported by workflow like manual checks, computer checks, Receiving Transaction Entry etc.?

Also, for the Payables Batch approval workflow.  Again, is that only for batches that contain PMTRX transactions?  Or can it be used for other types of Purchasing/Payables transactions?

Thanks!

   

  • Suggested answer
    26P2ER Profile Picture
    26P2ER 1,773 on at
    RE: Dynamics GP Accounts Payable Workflows

    Hi GPManiac:

    Actually it is possible to meet your requirement with Payables batch approval from work flow maintenance.

    Here is a snippet of my workflow step

    pastedimage1619557053861v1.png

    I had to remove batch approval from Posting Setup>Purchasing series for the below origins,

    Payables Transaction Entry,

    Computer check and

    Payment 

    Give it a whirl, 

    Good luck!

  • Suggested answer
    RE: Dynamics GP Accounts Payable Workflows

    Hi GPManiac,

    You can use the Workflow Maintenance window to setup workflow to only trigger for approval when the batch/transaction is from a different origin.

    You can find more information on this within these other threads:

    community.dynamics.com/.../payables-batch-approval-workflow

    community.dynamics.com/.../payables-batch-approval-workflow-for-checks-only

    The most important thing to remember is that users will ALWAYS need to submit as long as workflow is enabled. The only thing you can do is allow some transactions to skip directly to approved after submitting.

  • Joseph Markovich Profile Picture
    Joseph Markovich 3,814 on at
    RE: Dynamics GP Accounts Payable Workflows

    There could be the possibility when creating the step in the Payables Batch Approval workflow. Instead of having it run on all steps, there is the condition window right underneath. One of the fields to filter on is Batch Header.Origin.

    Without having done any testing, I would think this would work.

    Joe

  • BoGLG Profile Picture
    BoGLG 75 on at
    RE: Dynamics GP Accounts Payable Workflows

    Or alternately, is there a way to use the Payables Batch Approval Workflow and limit it to ONLY those batches that have an Origin of Computer Check or EFT.  All other types of batches would be exempted from the Workflow.  Anyone know if that is possible.

  • BoGLG Profile Picture
    BoGLG 75 on at
    RE: Dynamics GP Accounts Payable Workflows

    Thanks.  That's what I thought.

    Is anyone else aware of any third party products that have an approval process for Manual Checks/Computer checks other than Mekorma.  Any info would be appreciated.

    Thanks!

  • Suggested answer
    26P2ER Profile Picture
    26P2ER 1,773 on at
    RE: Dynamics GP Accounts Payable Workflows

    Hi GPManiac:

    You are correct here

    pastedimage1619551665572v1.png

    that the payables batch approval is limited to payables batch entry.

    From the same worklfow maintenance in gp v18.3, you can add Receivings Transaction entry as well.

     

    For payments, there is Mekorma Power Approvals, this has worked well for us.

    Good luck

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