MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reporting for Workflow

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The third piece of new functionality is the reporting for Workflow. This report is located on the Administration area page, under reporting as Workflow History.

Users can filter by the following:

  • Workflow type.
  • Workflow approvers.
  • Workflow status
  • Approval date
Workflow Maintenance

Workflow comments can optionally be included on the report.

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● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Copy Workflow Steps

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM, as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The second piece of new functionality is the ability to copy a Workflow step; this is one of the suggestions I made on MS Connect, so it’s nice to see it added in this version.

This piece of new functionlity enabled the Copy button on the Worklflow Maintenance window when a step is selected:

Copy Workflow Step

In the Copy Workflow Step window, you are able to select a new step for the Workflow Step as well as marking a box to copy the Sub Steps.

This will save so much tiem when creating a new Workflow process. With the lack of parenthesis in Workflow Step Conditions (please vote on my MS Connect Suggestion to add them) creating steps with complex, or even just numerous, conditions can be a lengthy process; having to do this for multiple steps can make the creation of workflow a real chore, but this new functionality, especially with the abilty to include sub steps (which goes beyond my suggestion and is a great idea so kudos to Microsoft for that) will save so much time.

You can easily copy steps and then edit the step condition which is different between the steps (often somthing like a cost centre).

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MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reminder Emails

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM, as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The first of the new functionality, are reminder emails. Reminder emails can be configured on a per step basis in a similar way to the Time Limit:

Workflow Maintenance

Continue reading → MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reminder Emails

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , ,  ● Permalink ● Shortlink ●

MDGP 2018 RTM Feature of the Day: Workflow Additional Fields

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The seventh Feature of the Day is Workflow Additional Fields. Back in April 2017 I submitted an MS Connect suggestion asking for the ability to add additional fields to Workflow.

I guess this might be a form of responding to this suggestion, but I was looking for a way that the user could determine which fields could be available rather than Microsoft deciding which extra fields are added.

Two of the workflow types have had extra fields added where they available in both the Workflow Condition Editor and Message Setup windows allowing you to build workflow steps and notification emails with them.:

Two other workflow types have had the Account Description made avaiable at the line level. These two workflow types are:

  • Purchase Order
  • Purchase Requisition

While having the extra fields available is good, I am disappointed with this new feature for two reasons.

Firstly, it is a very limited number of fields which have been made available rather than allowing users to select additional fields to add.

Secondly, from everything I have seen on the feature regarding EFT information, it only seems like you can include the fields in the workflow conditions and email messages; Dynamics GP is desperately missing functionality around changes to EFT details needing to go through workflow for approval. I fear that this new feature doesn’t extend this far.

As soon as Dynamics GP 2018 is released, I will be giving this a test to confirm how it works.

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● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

SQL Function To Return Last Workflow Comment

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPBack in April 2017 I posted an SQL function which can be used to return the workflow status of a transaction or card. This function is now complimented by another one which can be used to return the last comment recorded. This was created for use on a customisation of the Purchase Requisition Entry window which added a Rejection Reason field so users could see at a glance why a purchase requisition had been rejected.

IF OBJECT_ID (N'uf_AZRCRV_GetWorkflowApprovalComments', N'FN') IS NOT NULL
    DROP FUNCTION uf_AZRCRV_GetWorkflowApprovalComments
GO
CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalComments(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			WF30100 AS ['Workflow History']
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO
GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalComments TO DYNGRP
GO

This function can easily be included in a view or other query used in a variety of reporting tools.

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2018 RTM Feature of the Day: New Workflows

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The sixth Feature of the Day is the introduction of three new approval workflows and related emails messages.

The first of the new workflows is General Ledger Account Approval:

Workflow Maintenance

Continue reading → MDGP 2018 RTM Feature of the Day: New Workflows

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

SQL Script to Update Web Services Server in Workflow Setup When Copying Live To Test

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPAll clients will at some point copy their live company into a test one, whether or not the test system is on the same server or a different one. If on the same machine, they will usually use an automated process to perform the backup and restore.

There is usually other tasks which will need to be undertaken such as changing the output location of the EFT Payment Register Report or prefixing email message subjects with “TEST” or setting all email addresses to internal ones.

I’ve recently encountered a couple more fields which need to be reset to avoid problems when copying live to test. The one prompting this script, was when the live company was copied to the standalone test system, the Web Services server needed to be changed to a different value:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
UPDATE WF00100
	SET
		Web_Service_Server = '{servername}'
WHERE
	SETUPKEY = 0
GO

The highlighted section, above, needs to be changed to your Web Services server.

In addition, a repair needed to be run using the Web Services Configuration Wizard, but at least the script removes one manual step.

As always with scripts, please make sure you have a good backup before using the script.

● Categories: Dynamics, GP, Microsoft, Web Services, Workflow ● Tags: , , , , , , , ,  ● Permalink ● Shortlink ●

SQL Script to Remove Purchase Requisition Workflow Status

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPA client recently had some hardware issues causing problems with the submission of purchases requisitions into a Workflow approval process. The hardware issues were causing some speed issues which resulted in the workflow timing out and the approval status becoming corrupt.

Instead of the PR being approved and going to a status of Final Approved, it was going to Approved, even though there was only one level of approval required by the workflow.

When the hardware issues were resolved, the error stopped occurring, but a number of corrupt PRs were remaining.

The way to correct the data is to reset the workflow status. I produced a small script which does this by resetting the Workflow_Status on the Purchasing Requisition Work (POP10200) table and removing the entries from the following tables:

  1. Workflow Step Instance Table (WFI10003)
  2. Workflow Tasks Table (WFI10004)
  3. Workflow Instance Master (WFI10002)

The list of PRs to be reset are entered in the highlighted part of the script:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
CREATE TABLE #POPRequisitions(
	POPRequisitionNumber VARCHAR(21)
)
GO

INSERT INTO
	#POPRequisitions
VALUES
	('REQ00000000000017')
GO

UPDATE POP10200 SET Workflow_Status = 1 WHERE POPRequisitionNumber IN (SELECT POPRequisitionNumber FROM #POPRequisitions)

DELETE FROM WFI10003 WHERE WorkflowInstanceID IN 
	(SELECT WorkflowInstanceID FROM WFI10002 WHERE Workflow_Type_Name='Purchase Requisition Approval' AND WfBusObjKey IN (SELECT POPRequisitionNumber FROM #POPRequisitions))

DELETE FROM WFI10004 WHERE WorkflowInstanceID IN 
	(SELECT WorkflowInstanceID FROM WFI10002 WHERE Workflow_Type_Name='Purchase Requisition Approval' AND WfBusObjKey IN (SELECT POPRequisitionNumber FROM #POPRequisitions))

DELETE FROM WFI10002 WHERE Workflow_Type_Name='Purchase Requisition Approval' AND WfBusObjKey IN
	(SELECT POPRequisitionNumber FROM #POPRequisitions)
GO

DROP TABLE #POPRequisitions
GO

As always before running a script on live, make sure you have a good backup and test the script in a test company.

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , , , ,  ● Permalink ● Shortlink ●

Copy Workflow Doesn’t Copy Notification Settings

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPI made a discovery the other day about the Copy Workflow functionality in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance). I have been working with a client to create a new Purchase Order Processing workflow. After the client did UAT on a test system, we needed to transfer the workflow to the live system.

We did this by copying the Workflow from the test company to the live one using the Coopy functionality. After the copy, users did a little testing on live and found that originators were not receiving notifications, but users were receiving the task assignment emails.

This was not the first email issues we had encountered during the project, but turned out to be the simplest to resolve (although it took longer than it should to identify).

To correct the issue, open the Workflow and click the expansion arrow next to the Send notifications for completed actions checkbox and remark the checkboxes for the notifications which should be sent:

Workflow Email Notification Maintenance

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Customising Dynamics GP Workflow Emails: Adding An Image

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI thought I had posted about this a littler while ago as part of my Customising Dynamics GP Workflow Emails series, but it seems I missed it. The reason it came back to mind, was when I was onsite with a client doing some training on Workflow, they asked if it was possible to add a company logo to a Workflow task assignment email.

It is. In fact, you can add any image you want to a workflow email. In this example, though, I am going to stick with using a company logo.

In the Message Setup (Administration area page >> Setup >> Company >> Workflow >> Message Setup) window load the message you want to amend and simply add the HTML image tag:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Adding An Image

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