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Implementing AP Workflows in GP2016

  • 1.  Implementing AP Workflows in GP2016

    Posted Jul 27, 2020 11:37 AM

    Hello Everyone,

    We are looking to implement AP workflow functionality for our payables. We do not use inventory in GP, so the setup should be simple.

    I was hoping to get feedback on any recent implementations; the good, the bad, the wish we would have knowns. Any feedback or advice would be great.

    We are looking to have the approvers be able to approve through email approval as well as the GP Queue option. What are pros and cons of each.

    We are going to have 2-3 approvers in the process (Enter (AP, Approval 1, and approval 2, back to AP to Post payable). 

    What are the hurdles you have dealt with when assigning a delegation of approvals?

    Have you seen significant hurdles with deadlines, and approvers getting them completed timely?

    Thank you in advance for all your help.

    Rachel Kolar

    Rachel Kolar
    Accounting Manager
    MVP Logistics
    Plymouth MN
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Implementing AP Workflows in GP2016

    Posted Jul 27, 2020 03:02 PM
    Edited by Luc St-Yves Jul 27, 2020 03:02 PM
    2 major issues to report that we faced :

    1) If you are receiving P.O. electronically using eConnect, there is a bug that prevents receiving by eConnect.
    The eConnect procedure throws a false error saying that the workflow status does not allow receiving.
    Message is : Econnect : taPopRcptLineInsert - There is an active Purchase Order Approval workflow.

    Unfortunately, it is a known problem but development team did not take care of it yet.
    I fixed it by modifying the stored proc taPopRcptLineInsertPre, changing the Workflow_Status to 9 when it is 3 (No action needed) or 6 (Completed).  Then eConnect works with this status (9=Not activated).

    2) Also, we had to modify the way Dynamics GP is sending the email for approval, because the html header and body of the email is invalid.  Because of this, if the user who receives the email for approving is NOT using Microsoft Outlook, the Approval / Reject / Delegate links are NOT working.  Our organization is using Google Mail and its web client, so we had to work around this to make it work.  Out of the box, it does not (besides in Outlook).  Development team knows about it but never admit it was a bug (since it works in Outlook, which kind of fixed the wrong HTML content).

    Luc St-Yves, Senior Business Analyst
    Humanware Technologies, QC (Canada)
    Implementation projects leader
    -Essilor Instruments USA and Canada
    -Essilor International S.A.S., France
    --Promoting Dynamics GP in Europe--

    Academy - Online Interactive Learning from Experts

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