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Feature of the Day: Action Step Workflow

  • Artikel

Action Step Workflow

Why this feature is cool!

Microsoft Dynamics GP 10.0 offers an “approval” workflow, which routes objects to various individuals for document approval based on user specified field values of the transaction in question. However, organizations typically have additional processes that they follow when creating a master record, such vendors, or when creating transactions, such as Purchase Orders or Quotes. Microsoft Dynamics GP 2010 includes the added ability to perform an “action step” workflow which helps users take action for a specific business process.

These business processes may require the routing of the record for an action that needs to take place before the record can be used or posted within the system. Often times these actions need to take place outside of Microsoft Dynamics GP. For example when setting up a new vendor, a user may need to perform a check with the Better Business Bureau. The action step feature allows for the creation of a workflow task that indicates to the user that they need to perform the check before the vendor can be used in the system. Action step workflow features include:

· Create a workflow that is customized to the organization’s process.

· Assign an activity to a user based on criteria of the record.

· Users can be notified of an activity that needs to be completed in Microsoft Office SharePoint (either Windows SharePoint Services or Microsoft Office SharePoint Server), Microsoft Outlook or Microsoft Dynamics GP 2010.

· Action tasks are flagged with “ACTION NEEDED” on all notifications.

· Users can mark the task as complete, reject the task, or delegate the activity to another user.

What does it look like?

Setup:
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Alerts/Notifications from the Home Page:
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Alerts/Notifications from SharePoint:

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Comments

  • Anonymous
    February 02, 2010
    Does this require GP business portal or can it work with MOSS 2007 alone without the business portal? Can it be used for accounts payable workflows? For instance if I create a new voucher in AP can approval be assigned to a department manager who does not have access to GP, but has sharepoint. Can the manager action it from Sharepoint. Also, can more than one person be required to approve an action?

  • Anonymous
    February 02, 2010
    The comment has been removed

  • Anonymous
    February 09, 2010
    Question - A follow-up - how can we get AP invoice approval in GP 10.0 today as described in the request above using Sharepoint

  • Anonymous
    February 09, 2010
    The comment has been removed

  • Anonymous
    April 01, 2010
    If in Dynamics GP 2010 Microsoft Sharepoint Services can be used instead of Sharepoint Server is there something not available with Sharepoint services and workflow versus workflow with Sharepoint Server.  Also, will Outlook to approvel workflow be available with 2010 if using Sharepoint services.

  • Anonymous
    April 01, 2010
    If in Dynamics GP 2010 Microsoft Sharepoint Services can be used instead of Sharepoint Server is there something not available with Sharepoint services and workflow versus workflow with Sharepoint Server.  Also, will Outlook to approvel workflow be available with 2010 if using Sharepoint services.

  • Anonymous
    August 13, 2010
    Can you actually worfklow enable any business process within Dynamics GP?  For example: if Payable Invoice amount is greater than 10,000 then send to workflow before Saving or Posting is allowed.

  • Anonymous
    August 15, 2010
    The comment has been removed

  • Anonymous
    September 13, 2010
    Thanks Andy. #1. Can workflows be embedded with hyperlinks to External Lists?  This way we could also allow end users to update information during the approve/reject operation. #2. To be able to use External Lists, we need Web Services (not eConnect).   #2. Do all users (external/internal) using the Approval Workflow/External Lists  via WSS 2007 or SharePoint Foundatoin 2010 require a Dynamics GP Light User license?

  • Anonymous
    September 19, 2010
    Hi Daron, #1. By default you cannot include a link to an External list in the Workflow process, unless a user manually pastes the URL in as a comment. #2. Good catch! #3. Yes, unless they are doing their approvals in the GP Client. If they are not a full user, then they'd need the Light User license. AndyW

  • Anonymous
    February 09, 2011
    Can I create more than one workflow?  I have buyers in different departments who need the workflow to flow in a different direction.  

  • Anonymous
    February 09, 2011
    Can I create more than one workflow?  I have buyers in different departments that I want the workflow to flow differently.  

  • Anonymous
    September 13, 2011
    Why can't I delete a workflow step? I can click delete, but nothing happens.

  • Anonymous
    September 15, 2011
    Yes you can delete a workflow step.  Refresh your browser and you should see the change.