1. Sandy Wickman Senior GP Implementation Consultant, InterDyn BMI Making it work with Workflows in Dynamics GP

2. Introductions A bit about me: Microsoft GP certified expert with over sixteen years of experience implementing Great Plains (GP) and Microsoft Dynamics GP supporting products Recent focus has been placed on Inventory Management, Mixed Mode Manufacturing (Discrete and Process), and Quality Management I have held SQL certification for many years and was also one of the first implementation experts to earn the Dynamics Credentialed Professional certification Based in Austin, TX

3. What? How? What is Workflow?SetupConfiguration

4. What is workflow? Control repetitive tasks without IT once installation completed This R2 version added in GP 2013R2 Replaces SharePoint based workflows Does work with the web client Out of the box functionality! Ties to Active Directory for roles and process participants

5. Workflo w Types GP2013 R2 Purchasing Purchase Order Approval Purchase Requisition Approval Payroll Timecard Approval Project Timesheet Approval GP2015 Financial General Ledger Batch Approval Sales Receivables Batch Approval Purchasing Payables Batch Approval Vendor Approval Payroll Employee Profile Approval Employee Skills Approval Direct Deposit Approval W4 Approval Project Expense Report Approval GP2015 R2 Purchasing Payables Transaction Approval Administration Smartlist Designer View Approval

6. Before you configure workflow Requires Dynamics GP Web Services to be installed and configured http://www.azurecurve.co.uk/2014/12/hands-on-with-microsoft- dynamics-gp-2015-rtm-web-services-installation/ http://www.azurecurve.co.uk/2014/12/hands-on-with-microsoft- dynamics-gp-2015-rtm-web-services-installation/ Consider deployment options carefully if planning to use Web Client as well Set up a Workflow Active Directory “User” to use while sending email notifications. Set up AD Groups for notification recipients (e.g. “Travel Voucher Approvers”) for planned workflows, even if there is only 1 approver in the group.

7. Workflow – Document Attachment GP2015 R2 Attachments can now be sent with the workflow task notification email Available for: PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Approval, and Payables Transaction Approval A new checkbox is added in the Workflow Maintenance window for the specified workflow types, which when selected will allow you to send the document attachment documents for Workflow Assignment type messages. The prerequisites to make this checkbox available are: The Allow Document Attachments checkbox must be marked in the Document Attachment Setup window (Administration – Setup – Company – Document Attachment Setup). The Send Message checkbox above it in the Workflow Maintenance window is marked.

8. Workflow – New in GP2016 Word templates for batch approval workflow Default Word template for the edit list on: GL batches Payables batches Receivables batches

9. Workflow – New in GP2016

10. Setting up workflow SetupCalendareMail

11. Workflow setup Menu: Microsoft Dynamics GP -> Tools -> Setup -> System -> Workflow Setup Navigation Panes: Administration -> Setup -> System -> Workflow Setup

12. Workflow calendar Menu: Microsoft Dynamics GP -> Tools -> Setup -> Company-> Workflow -> Workflow Calendar Navigation Panes: Administration -> Setup -> Company-> Workflow -> Workflow Calendar

13. Email message setup Menu: Microsoft Dynamics GP -> Tools -> Setup -> Company-> Workflow -> E-mail Message Setup Navigation Panes: Administration -> Setup -> Company-> Workflow -> E-mail Message Setup

14. Configuring a workflow Create New Set Options Add Steps

15. Configuration Demo 15

16. Purchase Requisition Workflow Processing Purchase RequisitionEmailDelegation

17. Purchase Requisition detail

18. Purchase Requisition Demo

19. Email Message ID’s

20. Workflow task visibility Menu: Homepage or Navigation List

21. Workflow delegation Menu: Microsoft Dynamics GP -> User Preferences -> Workflow Delegation

22. Adding to Conditions

23. Presented by: Sandy Wickman, Senior GP Implementation Consultant Questions Contact: Sandy.Wickman@InterDynBMI.com