Move All Steps for a Microsoft Dynamics GP Workflow Approval Type Under one Workflow Process

I created the script in this post for a client a while ago who wanted to use workflow approvals for purchase orders, but didn’t quite understand how a workflow process should be built. He needed approximately thirty different approvals and build a step for each approver, all correct so far…. Read more“Move All Steps for a Microsoft Dynamics GP Workflow Approval Type Under one Workflow Process”

SQL View to Return the Microsoft Dynamics GP Workflow Step Assignments

A common request from clients using Microsoft Dynamics GP workflow was a way to easily be able to review to whom workflow steps were assigned; this was often a request from auditors. I produced a SQL view which could easily be deployed for use in any reporting tool (SmartList Designer… Read more“SQL View to Return the Microsoft Dynamics GP Workflow Step Assignments”

Enable Email for All Microsoft Dynamics GP Workflow Steps

I did some work for a client a while ago where we created a lot of email steps in Microsoft Dynamics GP workflow after which the client decided they would be using email after all and needed email on those steps activating and a custom message assigned. Rather than going… Read more“Enable Email for All Microsoft Dynamics GP Workflow Steps”

Microsoft Dynamics GP Workflow Approval SQL Views: Series Index

A couple of years ago, I posted a SQL view which returned the status of general ledger batches. I’ve recently been working with a few clients with workflow in Purchasing and a common request was being able to report on the status of documents. I have three views which were… Read more“Microsoft Dynamics GP Workflow Approval SQL Views: Series Index”

New Book on Microsoft Dynamics GP Workflow Now Available

My tenth book is now available to buy in eBook format from azurecurve Publishing, paperback and Kindle versions from Amazon US and UK. This is a new update to the Workflow book I’ve written three prior editions over the last few years. This edition has had some chapters and sections… Read more“New Book on Microsoft Dynamics GP Workflow Now Available”

Enable Workflow Step Email Notifications in Microsoft Dynamics GP

I was doing some work for a client to build a workflow process in Microsoft Dynamics GP recently and we only got the SMTP details quite late in the process. This meant that we built quite a large workflow process without being able to enable the email notifications. Once we… Read more“Enable Workflow Step Email Notifications in Microsoft Dynamics GP”

Script to Help Check For Missing Microsoft Dynamics GP Workflow Customisations

If you’re a regular reader, you’ll be aware that I am a big fan of the Microsoft Dynamics GP Workflow module which can be used for the approval of batches, documents, security and more. Workflow can easily be customised to allow for extra fields to be available in the workflow… Read more“Script to Help Check For Missing Microsoft Dynamics GP Workflow Customisations”