A Diary of reIMAGINE 2016: Part 15 – Conference Day 2/Custom Workflow Creation

reIMAGINE2016The final session of the day I attended, was on Custom Workflow Creation. I was interested in this session, as we need to create some new Workflow Types. One which is needed, is a Workflow Type of EFT Bank.

The Vendor Change Workflow Approval is good, but does not do anything when the EFT Bank Details are changed and this is a major requirement for many of our clients in the UK.

The session showed how the new Workflow Type is created, tables updated, buttons added to windows and I took the opportunity to discuss wider requirements such as the need to update code elsewhere to respect the new Workflow Types created.

The changes for new Workflow 2.0 Types must be done in Dexterity.

There is a lot of scope for creating new Workflow Types in addition to EFT Bank Details such as SOP Transactions, Bill of Materials, and there my mind goes blank. Been in this airport too long.

The session on custom workflow creation was one of my favourites due to my interest in Workflow 2.0 (did I mention I am doing a second edition of my Workflow 2.0 book?).

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MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirtieth Feature of the Day covered is Assign An Item To Multiple Sites. This feature will allow the user to select an item and assign it to one, multiple or all sites quickly and easily. The user can also select key item/site default settings for Item Print Option, Primary Vendor and Landed Cost Group during the assignment process.

When I started looking at this feature, it took me a few minutes to actually find it. To assign items to multiple sites open Item Quantities Maintenance (Inventory » Cards » Quantities/Sites) and click the Go To's button on the ribbon and select Site Item Assignments:

Item Quantities Maintenance

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MDGP 2013 Feature of the Day: Multicurrency Apply in RM Cash Receipts

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The twenty first feature they've announced is Multicurrency Apply in RM Cash Receipts.

In Microsoft Dynamics GP2013 Receivables Management you can apply multicurrency cash receipts against invoices as you enter them.

This will speed up data entry time and reduce the number of steps you currently take to apply invoices and payments.

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MDGP 2013 Feature of the Day: Relate/Link Items for Suggested Sales

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The nineteenth feature they've announced is Relate/Link Items for Suggested Sales.

With this feature it is now possible to link together items for suggesting during the entry of a Sales Order Transaction.

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MDGP 2013 Feature of the Day: Three New GL Year End Close Options

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixth feature they've announced is Three New GL Year End Close Options.

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MDGP 2013 Feature of the Day: Tolerance Handling

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifth feature they've announced is Tolerance Handling.

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MDGP 2013 Feature of the Day: Rename Customer Address User Defined Fields

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifth feature they've announced is Rename Customer Address User Defined Fields.

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