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Workflow automation can help you gain efficiency, respond quickly to changing conditions and gain control over your audit trails. Microsoft Dynamics GP 2010 helps you deliver flexible workflow capabilities that automate alerts and notifications for key business tasks.
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Workflows for Microsoft Dynamics™ GP 2010
Presenter:
Tom Higginbotham
Agenda
Workflow Overview
Workflow Architecture, System Requirements, Server Configuration Options
Common Scenarios
Extending Workflow with SharePoint Platform
Introduction
Tom Higginbotham
Technical Specialist
20 + years experience
CPA
BKD Technologies Help Desk
Microsoft Dynamics GP – [email protected]
Monday - Friday, 8 a.m. - 5 p.m.
Support Center toll free
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
Workflow Benefits
Consistent Processes
Automatic Notification
Access Through SharePoint and Outlook
Audit Reports
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
Workflow Architecture
System Requirements
Component 32-bit 64-bit
Internet Information Services (IIS)
IIS 6.0IIS 7.0
IIS 7.0
SharePoint Windows SharePoint Services 3.0Microsoft Office SharePoint Server 2007 Enterprise Edition 320bit SP2 or later
Microsoft SharePoint Foundation Service 2010Microsoft SharePoint Server 2010
Internet Explorer (IE) IE 7.0IE 8.0
Other Applications Web Services for Dynamics GP 2010
Single Server Configuration
Separate Web Server Configuration
Multiple Web Server Configuration
Simple Workflow - Approval
Alicia
Always Require Approval
Ellen
Must approve if greater
than $1,000
Sara
Must approve if
greater than $10,000
Charlie
Must approve if greater
than $20,000
2 31 4
PhyllisSubmits a Purchase
Order
Simple Workflow - Action
Alicia
Review Signed
Contract
Always
Ellen
Enter Payment
Terms If Payment Terms are
Blank
Sara
Must Always Approve
2 31
PhyllisSubmits a
Vendor
Parallel Workflow
Inga
Must always Approve
Phyllis
Must approve if greater
than $10,000
Charlie
Must approve if
greater than $20,000
Sara
Must approve if
greater than $20,000
Ken
Must approve if
greater than $10,000
April
Must approve if
the BUYER ID is Alicia
2 31
4 5 6
AliciaSubmits
a Purchase
order
Kevin
Must approve if
greater than
$5,000
Sara
Must approve if
greater than
$20,000
Charlie
Must approve if
greater than
$50,000
Branching Workflow
Michael
Must approve if the Vendor is
Astor Suites
David
Must approve if the Vendor is Crawfords, Inc.
Nancy
Must approve if the Vendor is Getaway Inn
2
3
1
4 5
SusanSubmits a Purchase
Order
6
Workflow Reporting
Completed Tasks by Approvers report
Completed Tasks by Workflow Step report
Completed Documents report
Active Tasks report
Task Summary report
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
Products Used:• Office InfoPath• Office Outlook• Dynamics GP
Technologies Used:• SharePoint Designer• Dynamics GP Web Services• Windows Workflow Foundation• Microsoft Windows SharePoint Services
Charlie – President
• Approves purchase request• PO is automatically created in GP
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
