GP 2010 Feature #8: Workflow
Posted on Thursday, July 22, 2010 Workflows within any software are a great way to streamline every day business tasks. Microsoft Dynamics® GP 2010 takes workflows to the next level, offering more options and creating more streamlined processes. Besides the existing approval step, users can now define “action” steps as part of the workflow definition. The new action step allows you to define an action to be taken during the workflow process rather than just an approval. Once the action has been completed, the action step can be marked as completed and the workflow will advance to the next step. The action step definition includes a description of the action to be taken such as assigning a new employee a unique employee ID or contacting the Better Business Bureau to get a rating on a vendor prior to doing business with them.The following workflows have been added to Microsoft Dynamics GP 2010:
• Vendor Approval Workflow
You can submit vendors to a workflow approval process. The process allows multiple approvers, depending on user-defined rules, and allows users who aren’t Microsoft Dynamics GP users to approve workflows. When a vendor is ready to be approved, approvers can be notified and the vendor can be approved, using Microsoft Outlook®, Microsoft Dynamics GP, or Microsoft Internet Explorer®.
• Employee Onboarding Workflow
You can now create a standard workflow to manage the process of onboarding a new employee. A new workflow type, Employee Onboarding, applies to employee records in the Employee Maintenance window, the Human Resources Hire window, and the Employees list. You can activate the workflow by using the Workflow List page, which can be opened from the Payroll Setup window.
• Personnel Maintenance Workflow
You can now create a standard workflow to manage the process of making common changes to employee records, such as changing a name or making an employee inactive. A new workflow type, Employee Personnel Maintenance, applies to employee records in the Employee Maintenance window and the Employees list. You can activate the workflow by using the Workflow List page, which can be opened from the Payroll Setup window.
• Service Call Escalation Step Workflow
You can now create a standard workflow to manage the approval process for service call escalation steps. A new workflow type, Escalation Override, applies to service call documents in the Service Call Entry/Update window. You can activate the workflow by using the Service Type – Escalation window.
Microsoft Dynamics GP 2010 significantly enhances the way you do business, and additional workflows is just one way it makes your business more efficient. If you would like more information on and how Microsoft Dynamics GP 2010 can benefit your business, we here at Computeration can help.
