New York-Rochester CHAPTER MEETING GP 2018 with Workflow

User Experience Enhancements Additional sorting options added

Financials enhancements Payables checks windows renamed to reflect alternate payment options Payables Management Checks windows have been renamed to reflect the ability to payments through credit cards, electronic funds transfers, or potentially other methods.

Financials enhancements Save select payment settings An option that allows you to save the settings used to build a payments batch has been added to the Payment Option ID field in the Build Payment Batch window.

Financials enhancements One payment per invoice set or one payment per-vendor Now you can choose to make payments on individual invoices, or to choose a single payment per vendor. The choice of payment options is made in the Vendor Maintenance window. The default setting is to generate a single payment per vendor when you build payment batches using the Build Payment Batch window.

System-wide Enhancements Comprehensive document attachment Additional windows GL Transaction Entry Receivables Transaction Entry Asset General Information (FA) Employee Inquiry I-9 Form Customer/Vendor/Project/PA Project Inquiry Attach new documents to Inquiry windows

System-wide Enhancements Workflow 4.0 New workflows New GL accounts/Purchase receivings transactions/purchasing invoicing Reminder emails Copy workflow steps Reporting for workflow Additional fields for Payables transaction workflow Additional messages for purchase order workflow

Summit Nashville 2017 9/1/2019 6:29 PM Workflows Every workflow starts with an originator and ends with a deliverable. Each step has an outcome: Task, Approval Ultimate Goal: Eliminate lost documents, phone calls and emails as well as prevent delays in ordering product or processing payments. © 2017 Dynamic Communities. All rights reserved.

Planning Ask yourself: who initiates/approves, what steps, etc. Summit Nashville 2017 9/1/2019 6:29 PM Planning Ask yourself: who initiates/approves, what steps, etc. Draw a picture: a diagram helps to understand the steps, the order and what happens during each transition Start with a white board or similar and brainstorm the entire process © 2017 Dynamic Communities. All rights reserved.

Workflow Setup Web Services installed An Email Account for Workflow

Workflow Setup Email Settings for Notifications Email Action Setup Administration > Setup > System > Workflow

Workflow Calendar Setup working days/hours and non-working days to determine the deadline for tasks/approvals. Administration > Setup > Company > Workflow > Workflow Calendar

Email Messages Default messages begin with “WF” Each can be customized and additional fields added Administration > Setup > Company > Workflow > Email Message Setup

Document Attachment Attachments may be sent along with the email notifications through workflow. Administration > Setup > Company > Document Attachment Setup

Workflow Creation/ Maintenance Administration > Setup > Company > Workflow > Workflow Maintenance

Workflow Creation Steps Choose the workflow type Click on new workflow button at the top Enter a workflow name Choose a manager Choose options/settings Save the Workflow Add Step(s) Activate

Workflow Steps Click New Step Decide on Task or Approval 9/1/2019 6:29 PM Workflow Steps Click New Step Decide on Task or Approval Add Conditional Rules, if necessary Assign to one or multiple approvers Choose to add attachments or word templates Click Save © 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Joining Additional Tables for Workflow Conditions In the Dex.ini, set the QueryDesignerAllFunctionality=TRUE

Activating Workflow Required: must have one step, and a manager defined Only one active workflow per type, per company

Workflow Approvals Via Email (both GP AND Non-GP users) Navigation Lists (one or many at a time) On the individual window in GP (Batch, Transaction, & Cards)

Delegate User Preferences > Workflow Delegation

Potential WF Errors Execute the following T-SQL statement against the system database: EXEC wfDeployClrAssemblies