Dynamics Presentation - Obie Kokich

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Notes on slide 1

Describe steps

Phyllis’s Home Page

Phyllis navigates to Purchasing and selects the short cut to the Purchase Order Entry window.

Select existing PO2107. About this step:We will begin our workflow process by selecting an existing PO. (PO2107) Our purchasing manager has already defined which documents require approval, allowing each organization to create a workflow based on their unique business needs. This enables the user to focus on their job while the system informs them if a particular PO has to be routed for approval. Once the PO is entered, the user selects the Submit for Approval button to submit the document into Workflow.The Purchase Order window has been updated to include new controls to help manage the workflow process. Note the message bar at the top of the window and the workflow history pane to the right. Each of these areas provides workflow information to the user regarding the workflow process.

Note that the status is not submitted. Select the Submit for approval button, to continue.

See the comment and priority area. Click submit. About this step:After the submit button is selected, the Submit for Approval window is launched. This gives the user the opportunity to prioritize the document in workflow and to enter comments specific to the document, enabling approvers to see additional information which may help them act upon the document more quickly. Documents of high priority can be routed through the system quickly and efficiently, allowing the company to be in control of their processes.

Logging in as Nicole. Pull up an email document. (PO2107)About this step:The workflow process defined has Nicole as an approver on the Purchase Order workflow. As we open Nicole’s Outlook client you can seeshe has a task notification waiting for her in Outlook to approve a Purchase Order that Phyllis has submitted.

Note the document that states that the PO is awaiting her approval.About this step:The email gives Nicole the high level information pertaining to the document that needs to be approved. If necessary, more information is provided with convenient links to SharePoint, therefore providing quick access without consuming valuable space within a users inbox.

Click on the view document link The document will be displayed in SP. Review the document for totals/items etc. and then close the browser. About this step:Nicole can view the document in SharePoint by selecting the View Document link. This gives your business the ability to access the key business object data needed to make the appropriate approval decisions.

Choose Edit this task from the email.About this step:After viewing the Purchase Order, Nicole can select edit this task. This will launch an Info Path form that enables Nicole to take action on her workflow task. Microsoft Office SharePoint Server 2007 provides an Info Path Server for this form so we don’t need to load Info Path on every clients machine.

The info path form will launch. Enter the appropriate comments and select Approve.About this step:Within the Info Path form Nicole can enter her comments and select to approve the document. Therefore, even though Nicole is approving from within Outlook, she will have a user experience similar to that of your GP users. After Nicole approves the document, her task will be marked as complete and the document will be routed to Ken for further approval.

Ken approves PO’s outside of Dynamics GP. He approves PO’s in SharePoint.

Log into Microsoft Windows SharePoint Services as Ken

Navigate to Tasks and click on the Purchase Order Approval Tasks (Fabrikam, Inc.)About this step:Ken is logged into SharePoint and has the ability to view his Purchase Order Approval Tasks.

Click on the task for PO2107About this step:One of those tasks is the approval needed on a PO that Nicole approved.

Option to enter in comments. Hit approve.About this step:Now Ken has the option to enter comments, approve, reject, delegate or request a change. Ken goes ahead and approves the Purchase Order.

Option to enter in comments. Hit approve.About this step:Now the Purchase Order status of PO2107 has been updated to Approved.

Phyllis is a Dynamics GP user.

Phyllis Phyllis pulls up PO 2107 and reviews the history and then continues to process the document. This will show the history of comments entered by Nicole and Ken.About this step:Now that the Workflow approval process has completed I will log back into GP as Phyllis. As Phyllis views the PO, she has visibility into the complete workflow history of the document. This view includes approver name, date and any comments that were included in each step. This provides her a centralized area to view all of the workflow history for a document, including information entered in Outlook and SharePoint providing a seamless integration across all of the applications.

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Dynamics Presentation - Obie Kokich - Presentation Transcript

Microsoft Dynamics GP
Financial Management and Operations Information Systems
Presented by: The Resource Group
Solving Complex Business Problems Since 1988
Microsoft Dynamics
- Complete Suite of Microsoft Business Management Applications
- Built on Standardized Technology
- Familiar Interface and processes provide Ease of Use
The Resource Group . . . Since 1988
Implementation Methodology
- Gold Certified Microsoft Dynamics Implementation Partner
- Business Consulting, Software Design, Configuration, Training and Support
- Technology Focus: Microsoft Dynamics, SharePoint, MS Office, Business Intelligence Platforms
- Operationally Focused Consulting Team
Why Dynamics?
Usability &
Productivity
Access to Information
Communication & Collaboration
Usability & Productivity
Why Dynamics?
Usability &
Productivity
Access to Information
Communication & Collaboration
Access to Information
Why Dynamics?
Usability &
Productivity
Access to Information
Communication & Collaboration
Communication & Collaboration
Demonstration
Phyllis – Purchasing Agent
PO2107 has been entered for 3 Light Cordless phones. Total cost is $225.87.
Submits the Purchase Order for approval in Microsoft Dynamics GP.
Nicole – Purchasing Manager
Reviews details of PO2107 using Microsoft Outlook & SharePoint Server.
Signs off on PO2107 using Microsoft Outlook.
Ken – Accounting Manager
Reviews the details of PO2107 using SharePoint Server.
Provides final sign off on PO2107 using SharePoint Server.
Phyllis – Purchasing Agent
Views PO2107 workflow history in Microsoft Dynamics GP and continues to process document.
Summary
Phyllis – Purchasing Agent
PO2107 has been entered for 3 Light Cordless phones. Total cost is $225.87.
Submits the Purchase Order for approval in Microsoft Dynamics GP.
Nicole – Purchasing Manager
Reviews details of PO2107 using Microsoft Outlook & SharePoint Server.
Signs off on PO2107 using Microsoft Outlook.
Ken – Accounting Manager
Reviews the details of PO2107 using SharePoint Server.
Provides final sign off on PO2107 using SharePoint Server.
Phyllis – Purchasing Agent
Views PO2107 workflow history in Microsoft Dynamics GP and continues to process document.
Conclusion
Contact information:
Obie Kokich
425-277-4760
obie@resgroup.com
Thank you for your time & attention.