Learn about the extended capabilities of Workflow in GP 2018
1. Reminder emails for Workflow
This feature is used to send a reminder to notify assignees if they have not engaged with a workflow task assigned to the within a specific timeframe.
2. Copy Workflow Step
This enhancement allows you to copy steps within a workflow, rename the step, and add sub-steps to a workflow, making the business processes more efficient.
3. Reporting for Workflow
This functionality supports a new workflow history report that can be filtered by workflow type, workflow approvers, workflow status, and by the approval date. It also allows the user to add a comment on the report.
4. Payable Transaction Workflow – additional fields
There are additional fields introduced in the payable transaction workflow. The new fields include:
- Vendor account
- Comment 1
- Comment 2
- Vendor class ID
- Payment priority
In order to utilize the additional fields, you have to mark the Extended fields list option in the Work Maintenance window, and then select the fields you want to use in the Workflow Condition Editor.
5. GP PO Workflow Messages – additional fields
This feature lets you add account descriptions to workflow messages that are shared via email for Purchase Order workflows and Purchase Requisition workflows.
6. EFT/Bank Details to Vendor Approval Workflow
This enhancement supports additional data in the Vendor Approval Workflow that populates the specific bank that the vendor uses for Electronic Fund Transfers (EFT). The additional fields are: country, bank name, bank account, and SWIFT code.
7. New workflows – new accounts, receiving transactions, and purchasing invoices
In order to control the addition of general ledger accounts, purchase receiving transactions, and purchasing invoices, new workflows have been added. For General Ledger (GL) accounts, the workflow can be initiated from any area of the system for new accounts or for any accounts that are already in the workflow state.
Optimize your use of workflow enhancements with Microsoft Dynamics GP 2018. To learn more about the costs of a GP upgrade, check out our