28 May GP 2015 Workflow Enhancements – New Features in Dynamics GP 2015 R2
Microsoft Dynamics GP workflows help users reduce risk and errors, and they automate processes including approvals, reporting, bill pay, collections, and payroll. Microsoft releases Dynamics GP 2015 R2 in June with some exciting new enhancements. This post will be looking at the GP 2015 workflow enhancements in the R2 release, but you may be interested in the new features expected in the upcoming Microsoft Dynamics GP 2016 Release.
SmartList Designer Workflow
SmartList Designer, one of the most popular applications for Dynamics GP, allows users to send a SmartList through workflow to create a SQL view based on the SmartList query. An active workflow must be setup first in order for the SQL view to go through the approval process. Setting up SmartList workflows can be done easily under the Administration series within the Workflow Maintenance window.
This SQL view can then be used outside of GP in order to create using SQL reporting services or Power BI reports in Excel. What’s more, users are able to use the view to publish the SmartList as a refreshable Excel report from inside of Dynamics GP.
Using the Microsoft Dynamics GP Document Attachment feature, a document to a transaction or record can now be sent as attachments with the workflow task notification email. This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval. It is now possible to enter a payables invoice, scan in and attach vendor’s invoice, then submit for invoice approval, so approvers get the invoice information with the attachment showing the scanned vendor invoice.
Payables Transaction Approval
A new workflow type has been created for Dynamics GP 2015 R2, the AP Invoice approval in Workflow Maintenance. Available with most recent release of Dynamics GP, the Payables Transaction Approval workflow type allows users to submit and approve each transaction in the Payables Transaction Entry window. Approval is also accessible through the email notification and the navigation lists and the PM Batch Approval workflow type is still available.
These have been some of the new Microsoft Dynamics GP 2015 workflow enhancements available in the GP 2015 R2 release. Stay tuned for further rundowns of the new features in Microsoft Dynamics GP 2015 R2.