The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The seventh Feature of the Day covered is Workflow User Delegation. The new workflow creates task assignments for users with a due date/time by which the task must be completed.

Users have the option to delegate task assignments to another user on a task-by-task basis, but also if a user will be out of the office for an extended period of time, the system also offers the option to set up automatic delegations to reassign the task.

In the Workflow User Delegation window delegation can be configured for all workflow types, or delegation can be configured on a per type basis:

Once delegation configuration is complete, if a task is assigned to the user while he or she has turned on the automatic delegations, the task is then automatically delegated to the assigned delegate.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The sixth Feature of the Day covered is Workflow Types. The new Workflow system in Dynamics GP2013 R2 includes only four workflows, although Microsoft Dynamics GP 2015 coming later in this calendar year will include more.

The Microsoft Dynamics GP 2013 R2 Workflows:

1. Purchase Order Approval
2. Purchase Requisition Approval
3. Payroll Timecard Approval
4. Project Timesheet Approval

Others that are on the list for inclusion in Microsoft Dynamics GP 2015 are Project Expenses, Sales Order, and Batches although this list is subject to change.

These workflow types allow users to create workflow processes around each of the respective document types, requiring the workflow to be completed before defined document processes can be performed.

To show an example of workflow in GP 2013 R2, below is the Purchase Order Processing (Purchasing » Transactions » Purchase Order Processing) form:

As you can see there is a workflow notification bar below the ribbon which shows the workflow status, as well as a couple of buttons on the ribbon.

The Workflow button itself gives access to the Approve/Reject and Delegate actions:

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The fifth Feature of the Day covered is Workflow. Previously there was a Workflow module available with Microsoft Dynamics GP which sat on top of SharePoint; Microsoft Dynamics GP 2013 R2 sees the introduction of a new Workflow module which does not sit on top of SharePoint. Instead it is now a Microsoft Dynamics GP window which means it is easier to deploy, access and customise and allows users to design workflows, such as approval paths, for documents in Dynamics GP.

In Microsoft Dynamics GP 2013 R2, four types of workflow is available for use: Purchase Order Approval, Purchase Requisition Approval, Payroll Timecard Approval, and Project Timesheet Approval. Other workflow types will be introduced in future releases.

I have a number of clients who are looking for the functionality available within Workflow. While they could have used the SharePoint based Workflow module I have been recommending delaying until the rewrite was complete so I am really looking forward to this one being available. Especially as it removes the need for SharePoint and the problems which go along with integrating it with GP.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The fourth Feature of the Day covered is Copy and Paste to General Ledger Journal Entry. This feature gives users the ability to quickly copy data from an excel file and paste into the Genera Ledger Transaction Entry (Financials » Transactions » General) window.

Highlight the data in Excel and copy to the clipboard and then in the GP window click Paste on the ribbon:

The data will be validated and a validation error report printed if there are any errors encountered so the end-user can easily make corrections correct.

It is nice to see this feature introduced as a core piece of functionality. Previously we have introduced this functionality to users by implementing the Dynamics Innovations Excel Copy and Paste tool. This tool is still useful as it allows copy and paste into other windows and modules in GP, unlike this new feature which is restricted to only the General Legder.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The second Feature of the Day covered is Purchase Requisitions which ties into Purchase Order Processing and is also workflow enabled. Both workflow and purchase requisitions are entirely new replacements for the old Business Portal and Dynamics Workflow modules which, unlike their predecessors, live within the Microsoft Dynamics GP client and are not dependent on SharePoint.

Navigation is streamlined for the requester to see a requisition status or enter a requisition using a new Purchasing Requisition Navigation List and can route the requisition through a workflow process created using new workflow functionality; when requisitions are submitted, they will route through the active workflow:

Continue reading “MDGP 2013 R2 Feature of the Day: Purchase Requisitions”

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The third Feature of the Day covered is Identity Management – Login.

This feature allows users to log into the GP web client using their Windows identity (e.g. the Windows Domain login). This is configured in the User Setup window (Administration » Setup » Tools » System » User) when the user is created.

The window has been enhanced to allow a user to be configured with both, or either, an SQL identity and/or a Windows identity; additionally a user can be configured as a Web Client user only and does not then require an SQL identity which is only required if the user will access GP using the desktop client; likewise the Windows identity is only required if the user will be using the web client.

A user would have both types of identity created if they would be accessing GP using either, or both, the desktop or web clients in a mixed mode deployment.

Continue reading “MDGP 2013 R2 Feature of the Day: Identity Management – Login”

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The first Feature of the Day covered is SmartList Designer Go To’s. SmartList Designer was introduced in Microsoft Dynamics GP 2013 SP2 and providd similar, although a much cut down, functionality of SmartList Builder.

This new feature is GP 2013 R2 adds a very important piece of missing functionlity; the ability to add Go To’s to SmartLists created in SmartList Designer.

When a user creates a new SmartList based off an existing SmartList, the GoTo’s that already exist are copied over to the new list created; when a user creates a new SmartList, there are three types of GoTo’s which can be added to the new SmartList: another SmartList, a navigation list or a web page:

Continue reading “MDGP 2013 R2 Feature of the Day: SmartList Designer Go To’s”

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short psts containing a PowerPoint slide show.

I need to make these available to various people (colleagues, clients and so on) so have decided to do as I did last time and translate the PowerPoints into posts.

I intend to keep the important information from the PowerPoints and add my own commentary on the benefits and applications of the feature. Below is the series index which will grow with each post.

Continue reading “MDGP 2013 R2 Feature of the Day: Series Index”