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Have you had a user submit workflow for a PTE Timesheet, Payroll Timecard, Purchase Order Transaction, or Purchasing Requisition, and then report that they are not able to see it in the Navigation List when they try to approve it? We are getting more and more inquiries on this issue, so wanted to share some steps with you on what to look at first.
Keep in mind that the default filter in the Navigation List displays the ‘Last 90 days’. So be sure to research what date the user entered on the workflow document to determine if this default filter is preventing it from displaying in the Navigation List.
If you don’t want to deal with date restrictions on the Navigation List, you can do the following:
1. Open the Navigation list and click to select the bucket you are trying to view.
2. In the RESTRICTIONS section at the top, note what the filter is set to and defaults to ‘Last 90 Days’.
3. Click the drop-down list next to it and select CUSTOM DATE.
4. Then mark the NO START DATE and NO END DATE checkboxes in the window and click OK.
Note: You can also choose to enter a Start Date of your choice to control how much history the user can see.
Now you don’t need to worry about any dates when the filter is set to CUSTOM DATE and all documents will show.
ADDITIONAL:Also note that the option to ‘Include Historic Transactions’ is marked by default. But review to see if a user changed it to ’Exclude Historic Transactions’ by chance, and that could be a reason as well if the document has been completed.
I hope this is helpful information and gives you a reminder to check the Filters on the Navigation List to see if they are a factor and it could save you from entering a support case.
Thank you,Cheryl WaswickMicrosoft Dynamics GP Support