1. New York-Rochester CHAPTER MEETING
GP 2018 with Workflow

2. User Experience Enhancements
Additional sorting options added

3. 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.

4. 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.

5. 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.

6. 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

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

8. 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 s as well as prevent delays in ordering product or processing payments.
© 2017 Dynamic Communities. All rights reserved.

9. 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.

10. Workflow Setup
Web Services installed
An Account for Workflow

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

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

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

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

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

16. 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

17. 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.

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

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

20. 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)

21. Delegate
User Preferences > Workflow Delegation

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