Recommended
Recommended
More Related Content
More from Jeffrey Paulette
More from Jeffrey Paulette (14)
Recently uploaded
Recently uploaded (20)
Microsoft Dynamics GP 2010 Workflow Overview
- 1. Workflows for Microsoft Dynamics™ GP 2010 Presenter: Tom Higginbotham
- 2. Agenda Workflow Overview Workflow Architecture, System Requirements, Server Configuration Options Common Scenarios Extending Workflow with SharePoint Platform
- 3. Introduction Tom Higginbotham Technical Specialist 20 + years experience CPA
- 4. BKD Technologies Help Desk Microsoft Dynamics GP – 877.253.7778 Gpsupport@bkd.com Monday - Friday, 8 a.m. - 5 p.m. Support Center toll free
- 5. Dynamics GP Workflow Integration with Business Processes Integration between Microsoft Dynamics GP, Windows SharePoint Foundation and Outlook Support for users outside of Dynamics GP Collaboration Add comments during the approval process View Workflow history in Dynamics GP and SharePoint • Who, Action taken, Date/Time stamp, Comments Flexibility Multiple approval paths/scenarios Out of Office Settings Escalation Settings
- 6. Workflow Benefits Consistent Processes Automatic Notification Access Through SharePoint and Outlook Audit Reports
- 7. Workflows in Dynamics GP 2010 GL, PM, RM Batch Release SOP Quote Approval SOP Credit Limit Override Purchase Order Approval HR Personnel Maintenance Approval * Vendor Approval * Employee On-Boarding * * - New with GP 2010
- 9. System Requirements Component 32-bit 64-bit Internet Information IIS 6.0 IIS 7.0 Services (IIS) IIS 7.0 SharePoint Windows SharePoint Microsoft SharePoint Services 3.0 Foundation Service 2010 Microsoft Office Microsoft SharePoint SharePoint Server 2007 Server 2010 Enterprise Edition 320bit SP2 or later Internet Explorer (IE) IE 7.0 IE 8.0 Other Applications Web Services for Dynamics GP 2010
- 11. Separate Web Server Configuration
- 12. Multiple Web Server Configuration
- 13. Simple Workflow - Approval 1 2 3 4 Alicia Ellen Sara Charlie Phyllis Always Must Must Must Submits a Require approve approve if approve Purchase Approval if greater greater than if greater Order than $1,000 $10,000 than $20,000
- 14. Simple Workflow - Action 1 2 3 Alicia Ellen Sara Phyllis Review Enter Must Always Submits a Signed Payment Approve Contract Terms Vendor If Payment Always Terms are Blank
- 15. Parallel Workflow 1 2 3 Inga Phyllis Charlie Must always Must Must Approve approve approve if if greater greater than Alicia than $20,000 Submits $10,000 a Purchase 4 5 6 order April Ken Sara Must Must Must approve if approve if approve if the BUYER greater than greater than ID is Alicia $10,000 $20,000
- 16. Branching Workflow 1 Michael Must approve if the Vendor is Astor Suites 4 5 6 Kevin Sara Charlie 2 David Susan Must Must Must Submits a Must approve approve if approve if approve if Purchase if the Vendor is greater greater greater Order Crawfords, Inc. than than than $5,000 $20,000 $50,000 3 Nancy Must approve if the Vendor is Getaway Inn
- 17. Workflow Reporting Completed Tasks by Approvers report Completed Tasks by Workflow Step report Completed Documents report Active Tasks report Task Summary report
- 18. PO Requisition “Lite” Scenario Kevin – VP of Sales • Enters purchase request for new notebook computer for his new salesperson Tim – IT / Charlie – President • Tim may authorize purchase requests up to $2,000 • Charlie must authorize any purchase request over $2,000 Charlie – President • Approves purchase request • PO is automatically created in GP Products Used: Technologies Used: • Office InfoPath • SharePoint Designer • Office Outlook • Dynamics GP Web Services • Dynamics GP • Windows Workflow Foundation • Microsoft Windows SharePoint Services
- 20. Integration Manager & eConnect Webcast Integration Manager & eConnect for Microsoft Dynamics GP Day: August 19, 2010 Register by: August 18, 2010 Register at: www.bkdtechnologies.com/attend
- 21. Contact Information Charles Allen 713.499.4629 callen@bkd.com