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Microsoft Dynamics GP 2016
Overview
Director of
Purchasing
$50,000
Purchasing
Supervisor $25,000
Purchasing Agent
Capital Equipment Production Senior
Speciality $10,000 Buyer $10,000 Buyer $10,000
Commodities
Set the calendar to match the workdays, work hours and holidays for your
company for the current year. This calendar is used to calculate the complete-
by time for the tasks in the work flow.
Workflow Users:
It is not required that participants in work flow approvals be Great Plains Users,
only that they be members of the Windows Active Directory to receive, approve /
reject / delegate their task through e-mails. For our PO Approval all participants
are set up as GP Users.
Preparing for Creation of a Work Flow:
The Planned Flow:
Workflow Set-Up
You setup the Workflow by going to: Microsoft Dynamics GP--> Tools-->Setup--
>Company-->Workflow-->Workflow Maintenance.
Of Course You Could Set up Shortcuts
Workflow Maintenance
Workflow Name:
Workflow Steps
Great Plains Buyer ID’s
Workflow Steps
Workflow Steps
Workflow Steps
Let’s Try it Out:
Hitting “Submit”
Buyer Bob’s E-Mail Notification
Clicking “Approve”
Bob Checks Back to Verify It has been sent
GotchaGertrude Receives a Notification
Gertrude Decides to Approve In GP
She could have checked the Workflow History
Final Approval Notification
Let’s see what is going on: Smart Lists
Smart List: Work Flow Calendar
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Smart List: Work Flow E-mail Notifications
Smart List: Work Flow History
Smart List: Work Flow Master
Smart List: Work Flow Steps
Smart List: Work Flow Users
Who Remembers:
Looking at Document Lines
Body
The e-mail looks like:
Summary - What we discussed:
Workflow 2.0
Overview
Procurement Organizational Chart
The End Result:
Microsoft Great Plains Response:
Timeline:
Dynamics 2016 Workflow Enhancements
Prerequisite: SQL Server Agent
Prerequisite: Web Services for Microsoft Dynamics
Let’s take a look: Getting to Work Flow Set-up
Workflow Setup
Filling in the Blanks:
Setting Up E-Mail Messages - Getting There
E-Mail Message Set-Up
Pre-Defined E-mail Messages
Pre-defined PO Approval Message – Body
Pre-defined PO Approval Message – Lines
Summary - Continued
Workflow Calendar – Getting There
Calendar Set-Up
Workflow Users:
Preparing for Creation of a Work Flow:
Workflow Set-Up – Getting There
Workflow Maintenance
Workflow Name:
Workflow Steps
Great Plains Buyer ID’s
Let’s Try it Out:
Hitting “Submit”
Buyer Bob’s E-Mail Notification
Clicking “Approve”
Bob Checks Back to Verify It has been sent
GotchaGertrude Receives a Notification
Gertrude Decides to Approve In GP
Summary - Continued
Final Approval Notification
Let’s see what is going on: Smart Lists
Smart List: Work Flow Calendar
Smart List: Work Flow E-mail Notifications
Smart List: Work Flow History
Smart List: Work Flow Master
Smart List: Work Flow Steps
Smart List: Work Flow Users
Building a Work Flow On The Fly
• Jerry Jasch will demonstrate creating a PO Requisition Approval Live
Q&A
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future events even better!
Contact CAL:
Call: (860) 485-0910 ext. 3
Email: support@calszone.com
Online: www.calszone.com
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