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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP20015 R2 Workflow: S...
Microsoft Dynamics GP (Archived)

GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

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Posted on by Hafandi 130

Hi,

I am planning to upgrade to from GP2010 to GP2015 R2 and I am wondering if the following workflow are available on the new version:

1) Sales Quotation Approval

2) Customer Credit Limit Override Approval

If yes, then from where can I configure it?

If not, then what should I do to keep using these workflows after upgrading?

Thanks for help.

*This post is locked for comments

  • Suet Lee Profile Picture
    Suet Lee 1,351 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    Hi Hasan,

    Have you upgraded to GP2015R2? Are you still using Sales Quotation Approval?

    Thank You

  • Suet Lee Profile Picture
    Suet Lee 1,351 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    Hi Mahmoud,

    If i have a new installation which is using GP2015R2, how can i still use the Sales Quotation workflow approval that is available prior GP2015 R2?

    Thanks

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    Unfortunately,no.

    You are most welcome Hasan,

  • Hafandi Profile Picture
    Hafandi 130 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    thanks for confirmation, I saw some articles mentioning these types on workflow 2 and so I was confused.

    do you have any idea on which version MS will add these features?

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    Okay Hassan,

    Then the situation for you after upgrade will be 'as is' currently, since there are no predefined workflows for sales quotation nor overriding credit. Future releases may introduce further more workflow types as this is a new module with lots of promising features.

    Let us know if you have any further inquiries,

  • Hafandi Profile Picture
    Hafandi 130 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    currently I am using:

    1) Sales Quotation Approval

    2) Customer Credit Limit Override Approval

    thanks

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: GP20015 R2 Workflow: Sales Quotation & Customer Credit Limit Override Approvals

    Initially, the only available workflow for the "Sales" series under GP 2015 R2, workflow 2.0 is the receivable batch approval.

    What is it that you are currently using for that ? You are saying "Keep using after upgrade"

    Looking forward to hearing from you,

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