1. Workflow Getting Started with Presented by: Graham O’Bray
Goal of presentation: 1. Understand what workflow is 2. How to set it up 3. How to use it
What is Workflow? A safeguard/Internal Control VIA An approval process for documents in GP
Benefits: Added layer of Control, Approval outside of GP with notifications. To streamline the approval process.
Presented by: Graham O’Bray

2. Scenario

3. Setup Two items to test: Test E-mail Test E-Mail Action
Window location:
ToolsSetupSystemWorlfow Setup
Network administrator should know the Outgoing Mail Server info & SMTP Authentication needed

4. Workflow Creation Window Location:
ToolsSetupCompanyWork flowWorkflow Maintenance
Assign a Manager to the workflow (Generally not someone involved in the workflow)

5. Workflow Options

6. Workflow Steps

7. Workflow Steps

8. Transaction Entry

9. Transaction Entry

10. Approval Three options for Approval:
Purchase Requisition Navigation Pane
On the Requisition itself
Through

11. Approval
Purchasing Series

12. Approval

13. Approval

14. Workflow Calendar

15. Message Setup

16. Delegation
Going on Vacation?
User Preferences  Workflow Delegation

17. Workflow Types Current: Release GL Batch Approval
Payables Batch Approval
Receivables Batch Approval
Vendor Approval
Project Expense
Direct Deposit
Current:
Purchase Order Approval
Purchase Requisition Approval
Payroll (US)
Project (Timesheet Approval)

18. Q&A