Microsoft Dynamics GP 2018 - Workflow 4.0January 16, 2018 by Campbell McLeish
Welcome to the second in a series of blog posts focusing on the new features and functionality for the release of Microsoft Dynamics GP 2018.
This post will focus on the upgraded Workflow 3.0 to Workflow 4.0.
Workflow 4.0
The latest release from Microsoft Dynamics GP 2018 continues to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, Microsoft Dynamics GP 2018 has added Workflow capabilities like copy step and reminder emails.
Included in this blog are a selection of screenshots showing examples of the new features available in Workflow 4.0.
Reminder Emails
New features:
- Reminder functionality now added to Workflow
- Reuse existing messages and modify with reminder comment
Example of Workflow Maintenance window
Example of an email reminder from Workflow
Copy Workflow Step
New features:
- Copy a step within a Workflow
- Option to rename new step
- Option to include sub workflow steps
Example of a Copy Workflow Step
Reporting for Workflow
New features:
- Workflow History Report available
- Filter by workflow type, workflow approvers, workflow status, approval date
- Include workflow comments on report as option
Example of History Report
Payables Transaction Workflow - Additional Fields
- New features:
- Add additional vendor fields from extended fields list
- Vendor Account
- Comment 1
- Comment 2
- Vendor Class ID
- Payment Priority
- Update messages
Example of adding additional fields
Purchase Order Workflow Messages
New features:
- Add account description to email Workflow Message
- Purchase Order Workflow Message
- Purchase Requisition Workflow Message
Example of Message Setup
Add EFT/Bank details Vendor Approval Workflow
New features:
- Additional fields available for Vendor Workflow in Workflow Condition Editor
- Included in Extended Fields
- Vendor EFT Bank fields from SY0600 - Electronic Funds Transfer Master
- Add the fields to the Vendor Approval Workflow message
Example of Workflow Condition Editor window
GL Account Workflow
New features:
- New Workflow for GL Account
- Email message for GL Account
Example of GL Account Workflow maintenance window
Example of Email message for GL Account
Receiving Transaction Workflow
New features:
- New Workflow for Purchase Receiving Transactions
- Email message for Purchase Receiving Workflow
Example of new Workflow for Purchase Receiving Transactions
Example of email message for Purchase Receiving Workflow
Purchasing Invoice Workflow
New features:
- New Workflow for Purchasing Invoice
- Email message for Purchasing Invoice
Example of new Workflow for Purchasing Invoice
Example of Workflow Condition Editor
As well as the series of blog posts, the UK team have also put together a video detailing the new features of Microsoft Dynamics GP 2018. Click here to watch UK Consultant Joe Prior give a brief overview of the key new features that have been released.