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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Using and Implementing Workflow
Jennifer [email protected]
Program Manager IIMicrosoft Corporation
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Discussion about Workflow
Current Workflows Available
Demo on creating a Workflow
GPUG Summit 2011– Las Vegas www.gpug.com
Discussion about Workflow
What is it?– System that provides functionality– Approval process
GPUG Summit 2011– Las Vegas www.gpug.com
Discussion about Workflow
What do I need to have to use it?– Workflow components on a Web server running Office– SharePoint Server 2007, Windows SharePoint Services 3.0,
SharePoint Server 2010,or SharePoint Foundation 2010.– Microsoft Dynamics GP; Microsoft Dynamics GP Workflow– Microsoft Dynamics GP Web Services
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Installation
Microsoft Dynamics GP
Microsoft Outlook E-Mail
Workflow Access Points
Workflow SharePoint Site
GPUG Summit 2011– Las Vegas www.gpug.com
Current Workflows Available Purchase Order Approval• Approval for purchase orders before they are
processed• Purchase Order Entry Window• PO Enhancements activate approvals
checkbox must be cleared Sales Quote Approval• Approval for sales quotes before they are
processed• Sales Transaction Entry Window
GPUG Summit 2011– Las Vegas www.gpug.com
Current Workflows Available Customer Credit Limit Override Approval• Approval for orders, fulfillment orders and
invoices that exceed the set credit limits for customers
• Sales Transaction Entry Window GL Batch Approval• Approval for general ledger batches before
they are posted• Batch Entry Window• Batch approval feature must be off in posting
setup
GPUG Summit 2011– Las Vegas www.gpug.com
Current Workflows Available PM Batch Approval• Approval for payables management batches
before they are posted• Payables Batch Entry Window• Batch approval feature must be off in posting
setup RM Batch Approval• Approval for receivables management batches
before they are posted• Receivables Batch Entry Window• Batch approval feature must be off in posting
setup
GPUG Summit 2011– Las Vegas www.gpug.com
Current Workflows Available Vendor Approval• Approval for new vendor records and modified
vendor records• Vendor Maintenance Window
Employee Onboard Approval• Approval helps manage the process of
onboarding a new employee• Employee Maintenance Window or Hire
Window
GPUG Summit 2011– Las Vegas www.gpug.com
Current Workflows Available Employee Personnel Approval• Approval helps manage the process of making
changes to employee records• Employee Maintenance Window
Electronic Signatures Workflow• Approve a change that requires an electronic
signature• Advantage is to use workflow website rather
than GP
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Purchase Order Approval
DEMO
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Questions/Comments
Jennifer [email protected]
Program Manager IIMicrosoft Corporation
