Using and Implementing Workflow

1. Using and Implementing Workflow Jennifer Ranz jenolson@microsoft.com Program Manager II Microsoft Corporation

2. Agenda • Discussion about Workflow • Current Workflows Available • Demo on creating a Workflow

3. Discussion about Workflow • What is it? • System that provides functionality • Approval process

4. Discussion about Workflow • What do I need to have to use it? • Workflow components on a Web server running Office • SharePoint Server 2007, Windows SharePoint Services 3.0, SharePoint Server 2010,or SharePoint Foundation 2010. • Microsoft Dynamics GP; Microsoft Dynamics GP Workflow • Microsoft Dynamics GP Web Services

5. Installation Microsoft Dynamics GP Workflow Access Points Workflow SharePoint Site Microsoft Outlook E-Mail

6. Current Workflows Available • Purchase Order Approval • Approval for purchase orders before they are processed • Purchase Order Entry Window • PO Enhancements activate approvals checkbox must be cleared • Sales Quote Approval • Approval for sales quotes before they are processed • Sales Transaction Entry Window

7. Current Workflows Available • Customer Credit Limit Override Approval • Approval for orders, fulfillment orders and invoices that exceed the set credit limits for customers • Sales Transaction Entry Window • GL Batch Approval • Approval for general ledger batches before they are posted • Batch Entry Window • Batch approval feature must be off in posting setup

8. Current Workflows Available • PM Batch Approval • Approval for payables management batches before they are posted • Payables Batch Entry Window • Batch approval feature must be off in posting setup • RM Batch Approval • Approval for receivables management batches before they are posted • Receivables Batch Entry Window • Batch approval feature must be off in posting setup

9. Current Workflows Available • Vendor Approval • Approval for new vendor records and modified vendor records • Vendor Maintenance Window • Employee Onboard Approval • Approval helps manage the process of onboarding a new employee • Employee Maintenance Window or Hire Window

10. Current Workflows Available • Employee Personnel Approval • Approval helps manage the process of making changes to employee records • Employee Maintenance Window • Electronic Signatures Workflow • Approve a change that requires an electronic signature • Advantage is to use workflow website rather than GP

11. Purchase Order Approval DEMO

12. Questions/Comments Jennifer Ranz jenolson@microsoft.com Program Manager II Microsoft Corporation