Since Microsoft Dynamics GP 2013 R2 saw the introduction of a new Workflow module for approval of documents, almost every version of Dynamics GP since then has introduced new functionality to workflow; sometimes in the form of new approval types or integration with other modules such as Document Attachment.

This diagram shows the available workflow types, colour-coded by version introduced:

If you are looking to implement workflow, I have a book which can guide you though configuring the Microsoft Dynamics GP Workfow module from the basics of designing your workflow process, through building it and the ways that users can interact with the workflow for approvals.

The Workflow module is quite popular and becoming much more so with so many clients working in a distributed manner. There is one problem on the horizon and that is the retirement of TLS 1.0 and 1.1 which the Web Services for Microsoft Dynamics GP rely on. We are waiting for confirmation as to when a fix for this will be available, but I am expecting the fix to require an upgrade of Microsoft Dynamics GP which isn’t always quickly possible.

Fortunately, the company for which I work, ISC Software, are both a VAR and an ISV with a number of products and services available.

One of those products is PurchaseHQ which provides an Azure hosted web portal through which users can log on to do their purchasing series approvals. It fully integrates with the Workflow module in Microsoft Dynamics GP (blog and video) for document approvals (blog and video). The portal is quite a popular approach for organisations with a lot of approvals which need to be done as approvers have a web page they can logon to to see all of their approvals for all companies in one list, rather than receiving one email per approval.

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a Free Trial post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Free Trial video:

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

There is a 28 day free trial available for SalesHQ which allows you to try it with no cost and no obligation to buy and connected to a system of your choice. The 28 day free trial can be quickly installed and connected to the system of you choice; if you have a standalone test system, it can be connected to this for you to do do testing of all scenarios and then when you purchase it will be connected with your live system.

Alternatively, you might choose to connect it to your live system straight away so you can give key members of your sales team or key customers access to SalesHQ against live data so they can operate using their normal daily processes.

If you’d like to speak to someone about SalesHQ or to organise a free trial, please use the contact form below or give ISC a call on either +44 (0)1480 802280 or +353 (0)1 514 3686:

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a create invoice post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Create Invoice video:

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

SalesHQ allows salespeople to raise invoices for customers, when the salesperson has the relevant option marked on their user account. To raise an invoice, click See More on the Invoice Entry tab:

Continue reading “Features of SalesHQ from ISC Software: Create invoice”

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a create order post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Create Order video:

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

SalesHQ allows customers to raise an order and for salespeople to raise quotes for prospects and customers, when the customer or salesperson has the relevant option marked on their user account. To raise an order, click See More on the Order Entry tab:

Continue reading “Features of SalesHQ from ISC Software: Create order”