GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Using and Implementing Workflow Jennifer Ranz Program Manager II Microsoft Corporation

GPUG Summit 2011– Las Vegas Agenda  Discussion about Workflow  Current Workflows Available  Demo on creating a Workflow

GPUG Summit 2011– Las Vegas Discussion about Workflow  What is it? – System that provides functionality – Approval process

GPUG Summit 2011– Las Vegas Discussion about Workflow  What do I need to have to use it? – Workflow components on a Web server running Office – SharePoint Server 2007, Windows SharePoint Services 3.0, SharePoint Server 2010,or SharePoint Foundation – Microsoft Dynamics GP; Microsoft Dynamics GP Workflow – Microsoft Dynamics GP Web Services

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Installation Microsoft Dynamics GP Microsoft Outlook Workflow Access Points Workflow SharePoint Site

GPUG Summit 2011– Las Vegas Current Workflows Available  Purchase Order Approval Approval for purchase orders before they are processed Purchase Order Entry Window PO Enhancements activate approvals checkbox must be cleared  Sales Quote Approval Approval for sales quotes before they are processed Sales Transaction Entry Window

GPUG Summit 2011– Las Vegas Current Workflows Available  Customer Credit Limit Override Approval Approval for orders, fulfillment orders and invoices that exceed the set credit limits for customers Sales Transaction Entry Window  GL Batch Approval Approval for general ledger batches before they are posted Batch Entry Window Batch approval feature must be off in posting setup

GPUG Summit 2011– Las Vegas Current Workflows Available  PM Batch Approval Approval for payables management batches before they are posted Payables Batch Entry Window Batch approval feature must be off in posting setup  RM Batch Approval Approval for receivables management batches before they are posted Receivables Batch Entry Window Batch approval feature must be off in posting setup

GPUG Summit 2011– Las Vegas Current Workflows Available  Vendor Approval Approval for new vendor records and modified vendor records Vendor Maintenance Window  Employee Onboard Approval Approval helps manage the process of onboarding a new employee Employee Maintenance Window or Hire Window

GPUG Summit 2011– Las Vegas Current Workflows Available  Employee Personnel Approval Approval helps manage the process of making changes to employee records Employee Maintenance Window  Electronic Signatures Workflow Approve a change that requires an electronic signature Advantage is to use workflow website rather than GP

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Purchase Order Approval DEMO

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Questions/Comments Jennifer Ranz Program Manager II Microsoft Corporation