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

2. 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

3. 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

4. Planning for Workflows
What Workflows Are Available?

5. 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.

6. 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 servers.
GP Web Services is required for approval of workflow assignments. SSL Certificates will be required.

7. How to Setup GP Workflows
Workflow Calendars
Messages
Workflow

8. Demonstration of GP Workflow
AP Transaction
PO Requisition
GL Batch Approval

9. Contact information
Name Paul Layton Title Solution Consultant Company Tribridge Phone Linkedin Paul Layton