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T3 Information Systems

Workflow 4.0 Released! Find Out What’s New


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     by Zac Richards

    Workflow 4.0

    With the release of Microsoft Dynamics GP 2018, Workflow capabilities have been increased. New workflows - such as GL account approval and Purchase Order invoice approval - have been added. The workflow for GL accounts can be initiated from any area of the system for any new accounts or for any accounts that are in a workflow state, such as when an account has been edited but not yet approved. In addition to new workflows, you can also copy workflow steps and send automated reminder emails.

    Reminder Emails

    As a part of each workflow comes the ability to set a time period in which the approver must react. This enhancement allows you to set a reminder that is used to notify users via email who haven’t reacted to their assigned workflow task.


    Reporting for Workflow

    A new workflow history report can be filtered by workflow type, approvers, status and by the approval date. Options to include workflow comments on the report is also available.

    Copy Workflow Step

    This enhancement adds efficiency to the process of setting up workflows by enabling you to copy steps within a workflow, with the option to include substeps, and also to re-name the new step.

    Additional fields available for Payables transaction workflow

    Additional fields including Vendor account, comment lines, Vendor class ID and payment priority have been added to the Payables transaction workflow. To use these fields, simply mark the Extended Fields list option in the Work Maintenance window and select the fields you’d like to use in the Workflow Condition Editor.

    Additional fields for Vendor EFT approval workflow

    Additional information is now included in the Vendor approval workflow that shows the bank the vendor uses for EFT. These extended fields are all the EFT banking fields that can be set up on the vendor for EFT information. They consist of the country, bank name, bank account and SWIFT code. To use these fields, mark it in the Extended Fields list option in the Workflow Maintenance window then add it to the workflow in the Workflow Condition Editor.

    Additional messages for Purchase Order workflow

    This new feature allows you to add account descriptions to workflow messages that are distributed via email for Purchase Order and Purchase Requisition workflows.

    About T3 Information Systems

    Based in Washington, DC, T3 Information Systems provides solutions to help our clients address their most critical and specific business needs. T3 combines best in class software applications with industry best practices and proven processes to meet your unique business needs; solutions for enterprise resource planning (ERP), customer relationship management (CRM), business intelligence (BI), and application development; Specializing in Microsoft Dynamics GP, SL, and Sage Intacct solutions as well as Microsoft Dynamics 365 (CRM). T3 Information Systems is there throughout the entire lifecycle of your new solution; from initial software evaluation to installation, data migration, implementation, software development, system integration, training, and support.

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