Workflows available in Microsoft Dynamics GP

Microsoft Dynamics GPSince 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:

Available workflow approval types

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.

Working remotely with Microsoft Dynamics GP

Microsoft Dynamics GPWith the recent growth in people working remotely, or “distributed working” which seems to be the en vogue expression, I’ve fielded a number of questions from people about how Microsoft Dynamics GP can help facilitate this.

Many clients already have remote access to their systems via a VPN or Citrix connection which allows users to connect to a server running the Microsoft Dynamics GP desktop client, but even these users don’t always have the capacity to put all of their users onto Dynamics GP in this way. However, this isn’t the only type of client available for Microsoft Dynamics GP.

The Microsoft Dynamics GP Web Client was introduced in Dynamics GP 2013 R2 allowing users to access most of the functionality via the web browser. In Dynamics GP 2016 it was upgraded to HTML5 which lead to it being faster and more responsive.

In the current web client, all functionality from the desktop is supported including SmartList and Word templates for distribution of invoices, statements, remittances, purchase orders and more. The web client is lighter to operate than the full desktop client allowing more users to be server hosted on one server and can be accessed from the web browser, protected by an SSL certificate, removing the need for a VPN.

I have a book available on Implementing the Microsoft Dynamics GP Web Client; this is the Second Edition and has only recently been released (use code WEBCLIENT2ND for 25% off until end 15th May 2020) which will guide you through the process of installing using the web client from logging in to differences with the desktop client.

As well as introducing the web client, 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; sometimes new approval types or integration with other modules such as Document Attachment:

Available workflow approval types

Continue reading “Working remotely with Microsoft Dynamics GP”

Wildcard character in Dynamics GP Workflow conditions

Microsoft Dynamics GPI’ve done a lot of work with the Microsoft Dynamics GP Workflow module over the years since it was first released and it still seems to be growing in popularity with clients. Depending on the workflow type being created, the GL account string can be used in conditions to determine the routing for the approver.

However, commonly clients want to check the value for a single segment rather than the full account string. You can, to an extend, accomplish this using filters such as contains or begins with, but sometimes this isn’t feasible. You can get round this problem be using the _ wildcard in your condition.

For example, if I was setting up a purchase requisition workflow and wanted to configure a routing for all advertising expense codes, which is the codes where the Account segment start 66, to the Marketing Director, I could set up a condition where the account string is ___-66_0-00:

Workflow Condition error with wildcards in the account string

Workflow Condition example with wildcards in the account string

This would use this workflow step for all Divisions (segment 1) for department 00, where the Account (segment 2) starts with 66 and ends with 0. The wildcard character allows an account string with any value in the characters replaced with an underscore to be selected.

SQL View to return Microsoft Dynamics GP Workflow step approvers

Microsoft Dynamics GPI was recently talking to a client who was looking at creating a SQL script which they could run for the auditors which shows the assigned approvers to the steps of a Microsoft Dynamics GP Workflow process.

I’d written similar code for others before so I was able to provide them with this view:

CREATE VIEW uv_AZRCRV_GetWorkflowSetupStepAssignment 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). */
SELECT ['Workflow Master'].Workflow_name ,['Workflow Master'].Workflow_Description ,CASE WHEN ['Workflow Master'].ACTIVE = 1 THEN 'Yes' ELSE 'No' END AS ACTIVE ,['Workflow Step Instance Table'].WF_Step_Predecessor ,['Workflow Step Instance Table'].Workflow_Step_Name ,['Workflow Step Instance Table'].WF_Step_Description ,['Workflow Step Instance Table'].EmailMessageID ,['Workflow Users'].ADLogin ,['Workflow Users'].ADDisplayName FROM WF100002 AS ['Workflow Master'] LEFT JOIN WF100003 AS ['Workflow Step Instance Table'] ON ['Workflow Step Instance Table'].Workflow_Name= ['Workflow Master'].Workflow_Name LEFT JOIN WF40200 AS ['Workflow Users'] ON ['Workflow Step Instance Table'].Workflow_Step_Assign_To = ['Workflow Users'].UsersListGuid GO

This can be deployed to a company database and a SmartList object created using either SmartList Designer or SmartList Builder.

Updated 27/2/2020 to add Active column

TLS causing a Microsoft Dynamics GP Workflow approval error

Microsoft Dynamics GPI have recently been doing some work with a client to enable the Web Services for Microsoft Dynamics GP for external approval. This requires a steps to configure them for secure external access; when it was configured we tested on afew devices including Android smart phones and iPhones.

We found that everything worked fine, except for the Android devices which returned the following error:

Approval error on Android

ERR_HTTP2_INADEQUATE_TRANSPORT_SECURITY

When I investigated the issue I recalled that I had seen references to this issue previously, but hadn’t realised the meaning. The problem is that the web services use an older version of TLS which has started to be deprecated and actually retired; this looks like it will be a much bigger problem starting very soon as the major browsers also remove support.

Continue reading “TLS causing a Microsoft Dynamics GP Workflow approval error”

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements series where I am going hands on with the workflow enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The seventh and final enhancement to workflow is that the vendor approval workflow has been amended so changes to the hold status or when a document is attached, the vendor needs to be resubmitted for approval. When the hold status is changed or a document attached, the user will get this message and need to resubmit the vendor:

Vendor change needs resubmitted warning

There is no way for this message to be avoided by the user.

I can understand a change to the hold status needing to be approved, but I don’t really understand why attaching a document should require this, and I can see it causing some problems for clients. It would have been better for the document attachment needing to be approved, to be an option than always enforced.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements
User Workflow
User Security Workflow
Security Roles Workflow
Security Tasks Workflow
Export and import workflows
Change approver for active workflow tasks
Vendor approval enhancements

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements series where I am going hands on with the workflow enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The sixth workflow enhancement to Microsoft Dynamics GP is the introduction of an Edit Workflow Approver window (Administration » Setup » Company » Workflow » Edit Workflow Approver), where the manager(s) of a workflow type (as well as the sa and DYNSA users) can modify the user to whom a specific task is assigned.

The example below shows a GL Batch being reassigned to a different user; the down chevron button can be used to add a comment for the reassigned which will show in the workflow history:

Edit Workflow Approver window showing a pending task being reassigned

When you load the window, make your selections at the top, make sure you then hit the Redisplay button to see any tasks which can be reassigned. The default view is by the Workflow Manager which is set to the user logged into Windows.

This window is a very useful addition which has been requested by a number of clients previously. If a user is off unexpectedly, or leaves, then being able to easily amend the approver for pending tasks is something users expect to be able to do.

My only issue with the window is the Default user delegate and comments boxes don’t seem to work.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements
User Workflow
User Security Workflow
Security Roles Workflow
Security Tasks Workflow
Export and import workflows
Change approver for active workflow tasks
Vendor approval enhancements

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements series where I am going hands on with the workflow enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The fifth workflow enhancement is not a new workflow type, but the long overdue addition of the ability to import and export a workflow process. With this new enhancement, you can now export a workflow to a json file which you can use to import into an entirely separate Microsoft Dynamics GP implementation.

This means that you can copy a workflow from a development server into a live environment or, in the case of someone like myself who works for a partner, from our development system to a client’s system.

When you import a workflow process from a json file, you must specify the name of the new workflow (it defaults the name from the selected json file, but you can override the default name).

To export a workflow process, open the workflow to export and click Export/Import and then click Export:

Workflow Maintenance - Export

Continue reading “Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows”

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements series where I am going hands on with the workflow enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The fourth workflow enhancement is the addition of a new workflow for approval of modifying security tasks. As with the security roles workflow there is an audit retained so that any changes need to be approved before they take effect:

Security Task Workflow

This workflow type works well with amended tasks needing to be approved before any of the changes take effect.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements
User Workflow
User Security Workflow
Security Roles Workflow
Security Tasks Workflow
Export and import workflows
Change approver for active workflow tasks
Vendor approval enhancements

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements series where I am going hands on with the workflow enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The third workflow enhancement is the addition of a workflow approval for the modification of security roles. This means that you can amend a security role, but it doesn;t take effect until after the changes have been approved. This is accomplished by holding the changes in an audit table until approved.

The workflow process is maintained in the same way as any other workflow process:

Security Roles Workflow

This workflow process works well; I tested by amending a security role and the user it was assigned to could not see any of the tasks added to the role until after the changes had been approved.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements
User Workflow
User Security Workflow
Security Roles Workflow
Security Tasks Workflow
Export and import workflows
Change approver for active workflow tasks
Vendor approval enhancements