GP Workflows 2.0 Presented by Paul Layton Tweet During today’s meeting: @GPUG, #GPUG<Miami/Ft Lauderdale>, #GPUG<Workflows 2.0>

Meet the Presenter Paul Layton Presales Solution Consultant Tribridge Experience: CPA, Microsoft Certified Financials for GP and AX CPA working for both Regional and Big Eight Accounting Firms. Controller and CFO in Retail, Distribution and Medical Education Institutions. Consultant for Platinum, MAS500, GP, AX, NAV Began using and implementing GP in 1997

Agenda Planning for Workflows Preparing GP and the AD Environment What Workflows Are available? How Complex Can We Make Workflows? Preparing GP and the AD Environment How to Setup GP Workflows Demonstration of GP Workflows

Planning for Workflows What Workflows Are Available?

Planning for Workflows How Complex Can We Make Workflows? Complexity is restricted to the fields available for each workflow type. Review each type before making plans.

Preparing GP and the AD Environment Technical Considerations GP Workflow 2.0 uses Active Directory to provide: Groups and Users to be used as task assignees and approvers Organizational Chart Hierarchy to be used for the approval processes Assignment of workflow Groups to AD users. GP Workflow requires SMTP compliant email servers. GP Web Services is required for email approval of workflow assignments. SSL Certificates will be required.

How to Setup GP Workflows Workflow Calendars Email Messages Workflow

Demonstration of GP Workflow AP Transaction PO Requisition GL Batch Approval

Contact information Name Paul Layton Title Solution Consultant Company Tribridge Email paul.Layton@tribridge.com Phone 859-801-1025 Linkedin Paul Layton