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Microsoft Dynamics GP now has a new workflow system, loud cheers from the crowd!!
This is fantastic because now it will be easier to deploy, easier to access, and easier to customize, who doesn't want that!
The workflow design experience is now in a Microsoft Dynamics GP window, replacing the prior workflow system, and removing the dependency on SharePoint.
This system allows users to design workflows, such as approval paths, for documents in Dynamics GP.
The workflow approvals can be completed within the user interface, and there is the option to approve them external to the user interface using the link on the notification email.
In Microsoft Dynamics GP 2013 R2, four workflow types will be available for use in the new system:
Purchase Order ApprovalPurchase Requisition ApprovalPayroll Timecard ApprovalProject Timesheet Approval**Other workflow types will be available in future releases.
Click HERE to review detailed documentation on the new GP 2013 R2 WORKFLOW!!!Click HERE to check out the video!!
Tammy how can i deploy the web services to access from outside our company network?
It does use Active Directory, below are some newer blog articles we have written to help you through this, along with another VIDEO of all the types.
What is a "Direct Manager" in Workflow under Hierarchy and where do you designate a user's Direct Manager? I have seen posts that say it is in Active Directory (really?) and others that say you need to set up the Organizational Structure in GP. Is there any documentation on that?
Joshua, the functionality is available to be able to approve from outside your company network. However, it requires that GP Web Services be accessible on an extranet. If IT is telling you that you must be connected to the company network, then they may not have deployed Web Services to an extranet, and they may not be able to do, depending on the company's policies for exposing services outside the firewall.
Beratung, there are a couple of requirements for getting the Workflow section of the ribbon to display for navigation lists. First, the workflow for the documents in the list must be active. Second, the user must have security privileges to view the document in the associated window.
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