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Workflow - PO Receiving Batches

  • 1.  Workflow - PO Receiving Batches

    Posted 15 days ago
    We are in the test mode of using Workflow for PO Receivings approval, but do not see an option to approve by batch.  At the Level Up Midwest webinar in June, I thought there was mention you could do PO Receivings Batch approval as an option instead of by each Receivings Transaction.  Has anyone found a way to accomplish this?

    Thanks!

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    Doris Thompson
    Western Products, Inc
    Fargo ND
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Workflow - PO Receiving Batches

    GPUG ALL STAR
    Posted 15 days ago
    Hi Doris,
    I don't think there is a way to approve a receiving batch.. When this was introduced in GP 2018, there was only a mention about the 'transaction' level, not a batch..
    https://community.dynamics.com/gp/b/dynamicsgp/posts/microsoft-dynamics-gp-2018-purchasing-receivings-transaction-workflow

    @Ian Grieve has a nice chart of what's currently supported in Workflow for GP:
    https://www.azurecurve.co.uk/2020/06/workflows-available-in-microsoft-dynamics-gp/
    His company also has a user portal (PurchaseHQ) that might help you with that problem if you have a lots of receivings to approve.


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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Workflow - PO Receiving Batches

    Posted 14 days ago
    Thanks for the reply.  Unfortunately that's what we were thinking but wanted to confirm.  When you have alot of receipts in one batch the transaction approval is not worthwhile.  We'll have to send this suggestion in.

    Thanks again!!

    ------------------------------
    Doris Thompson
    Western Products, Inc
    Fargo ND
    ------------------------------

    Academy - Online Interactive Learning from Experts


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