workflow & document attachment in gp - bkd€¦ · workflow & document attachment in gp...
TRANSCRIPT
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Workflow & Document Attachment in GPFebruary 22, 2018
TO RECEIVE CPE CREDIT
• Participate in entire webinar
• Answer attendance checks & polls when they are provided
• If you are viewing this webinar in a group, complete group attendance form
o All group attendance forms must be submitted to [email protected] within 24 hours of live webinar
o Answer attendance checks & polls when they are provided
• If all eligibility requirements are met, each participant will be emailed their CPE certificates within 15 business days of live webinar
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INTRODUCTIONS
Charles Allen Senior Managing Consultant• More than 27 years of experience • Microsoft MVP
DOC ATTACHMENT & WORKFLOW
• Document Attachment• Functionality through the years
• What’s new in GP 2018
• How it works
• Workflow• Functionality through the years
• What’s new in GP 2018
• How it works
• Q&A
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Document Attachment
DOC ATTACHMENT THROUGH THE YEARS
• Introduced in GP 2013 R2
o Vendor, customer & item master records
o SOP & POP transactions
• 2015 R2 added payables transactions
• 2016
o Edit information in attachments
o Edit attachment properties
o Options for sending attachments via email
o Scan multiple pages
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DOC ATTACHMENT THROUGH THE YEARS
• GP 2018
o More availability
• Transaction Entry Windows
• Inquiry Windows
o Additional icons
DOC ATTACHMENT – HOW IT WORKS
• Document Attachment Setup
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DOC ATTACHMENT – HOW IT WORKS
• Document Attachment Usage
o Create a transaction
o Save the transaction
o Click the Attach button
o Attach the document
o Attach icon changes to appear to have a piece of paper behind it
Workflow
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WORKFLOW THROUGH THE YEARS
• First available in Business Portal
• Worked with GP 2010
• Added to GP 2013 R2 to Core GP
• GP 2015 added additional workflow processes
• GP 2015 R2 added Payables Transaction & Document Attachment with Task Notification Email messages
WORKFLOW THROUGH THE YEARS
• GP 2016
o Use Word templates with Batch Approval
o Workflow Condition Management
o Workflow Reassignment Notifications
• GP 2018
o Workflow 4.0
o Ad
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WORKFLOW THROUGH THE YEARS
• GP 2018
o Workflow 4.0
o Additional Workflows
o Copy Workflow Steps
o Send Reminder Email Messages
WORKFLOW – HOW IT WORKS
• Enable Email for Workflow
o Optional
o Can be used for approvals
o Requires web services for approvals
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WORKFLOW – HOW IT WORKS
• Create workflows –Administration page >> Setup >> Company >> Workflow Maintenance
WORKFLOW – HOW IT WORKS
• Set up the Workflow Calendar
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WORKFLOW – HOW IT WORKS
• Set up Email Messages
WORKFLOW – HOW IT WORKS
• Enter Transaction
• Click Submit
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WORKFLOW – HOW IT WORKS
• Workflow Reporting
RESOURCES
• What’s New Guide
• System Setup Guide
• System Users Guide
• BKD Dynamics Insights Blog
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BKDTECHNOLOGIES SUPPORT CENTER
• BKD Technologies Support Center for Microsoft Dynamics GP
o Call toll-free: 877.253.7778
o Monday–Friday, 8 a.m.–5 p.m.
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BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered
CPE CREDIT
• CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines
• For questions, concerns or comments regarding CPE credit, please email BKD Learning & Development Department at [email protected]
