Word Templates for Batch Approval Workflow with Microsoft Dynamics GP

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Looking back at the history of Microsoft Dynamics GP, the release of Microsoft Dynamics GP 2013 R2 is what solidified its place as an excellent design-driven project management tool. Microsoft Dynamics GP 2013 R2 introduced Workflow 2.0, which made it effortless to create crystal-clear project-assignments, easily track projects and build better prototypes.

While users were quick to embrace the new Workflow’s simple setup like the built-in calendar and handy maintenance tools, it lacked a method for obtaining details for each journal entry in the email messages related to pending approvals or tasks.

Now, with the current Microsoft Dynamics GP, it’s easier than ever to include as much information as you want without having to spend too much time reconfiguring the Workflow engine. It’s only natural for approvers to want as much information as possible and Microsoft has come up with a fantastic way how to deliver it.

Every Workflow batch approval now has a default Word template under the edit lists for batches in the following areas:

  • General Ledger
  • Payables
  • Receivables

Using these edit lists, an approver can receive complete information about the batch they are approving.

Enabling the new feature is easy: Enable Report Templates checkbox, then go to Administration > Reports > Template Configuration. You will be presented with a list of new Word templates sorted according to its respective category

Financial Templates:

  • General Posting Edit List Template
  • Multicurrency General Posting Edit List Template
  • Budget Trx Edit List
  • Clearing Edit List
  • Multicurrency Clearing Edit List

Sales Templates:

  • RM Sales Posting Journal Template
  • MC RM Transaction Posting Journal Template
  • RM Cash Posting Journal
  • MC Cash Receipts Posting Journal

Purchasing Templates:

  • Computer Checks Posting Journal Template
  • Manual Payments Posting Journal Template
  • MC Computer Checks Posting Journal Template
  • MC Manual Payments Posting Journal Template
  • PM Transaction Posting Journal Template
  • MC PM Transaction Posting Journal Template

What’s more, the new templates function the same way as all other reports and templates do. This allows users to create a new template from an existing one which greatly saves time and improves the overall productivity of the business.

Improved Workflow with Dynamics GP

If there is a company that knows how to face fierce competition, it’s Microsoft.

Microsoft Dynamics GP provides simple and efficient ERP solutions with Word Templates for Batch Approval Workflows. This makes Dynamics GP a more attractive option than anything else in the market. You can order hosted Dynamics GP for just $10.00 per month per self-service user and $99 per month per full-user from MSPartnership.

Once you take your first step into Microsoft’s ecosystem, you will immediately appreciate the ease and efficiency of the improved workflow. Services such as Dynamics GP on Azure represent the cutting edge of ERP solutions, allowing you to reach your goals and stay within your budget. Visit MSPartnership to read more about our highly competitive Dynamics GP pricing and Dynamics GP online solutions.

by MSPartnership

1 thought on “Word Templates for Batch Approval Workflow with Microsoft Dynamics GP”

  1. The abilities Workflow 2.0 adds to the stack is increditable. We are excited with the integration it has with Microsoft CRM. With the two together it creates a true end to end solution.

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