Open Forum

Expand all | Collapse all

Workflow - Vendor Approval

  • 1.  Workflow - Vendor Approval

    Posted 20 days ago
    I am relatively new to Workflow.  I have a client that only wants to use the Vendor Approval so they can monitor any and all changes to the vendor.  Setup of Workflow pretty simple but client does not want to be bothered by emails.  They only want to know a change was made and approve.  I have a test environment but the only way I can get WF working is to assign users via email.

    Can I have WorkFlow setup and only used with GP users?

    ------------------------------
    Gary Shrader
    The TM Group, Inc.
    Farmington Hills MI
    ------------------------------


  • 2.  RE: Workflow - Vendor Approval

    SILVER CONTRIBUTOR
    Posted 19 days ago
    Hello Gary,

    Other than emails, there really isn't any other way that we have in Workflow to notify someone that a new vendor, or a change to a vendor, has been done and thus that vendor has been submitted, or needs to be submitted through Workflow for approval.

    You can use emails to notify the specified approver(s) that a vendor has been submitted for approval and is assigned to them, as well as notifying the originator (user that submitted the vendor for approval) that the workflow has been submitted, approved, rejected, and/or final approved (completed). Other users can be CC'd on these 'originator' emails as well.

    Hopefully this answers your question but if not, please let me know.

    Thank you,

    ------------------------------
    Derek Albaugh
    Sr. Support Engineer
    Microsoft
    Moorhead MN
    ------------------------------



  • 3.  RE: Workflow - Vendor Approval

    GPUG ALL STAR
    Posted 19 days ago
    Edited by Shawn Dorward 19 days ago
    Emails can be turned off and the user can be provided a smartlist, or use the navigation lists... OR be notified on their home screen.

    You still need to assign the user through Active Directory.

     I've pasted 3 screenshots below  - Hope this helps! 






    ------------------------------
    Shawn Dorward
    Dynamics GP Practice Lead
    Microsoft MVP, Business Applications
    shawn.dorward@interdynartis.com
    Twitter: @ShawnMDorward
    InterDyn Artis
    Blog: http://www.GPLifeHacks.com

     title=
    ------------------------------



  • 4.  RE: Workflow - Vendor Approval

    Posted 15 days ago
    Thank you so much for both replies as this was extremely helpful and will be put to good use.

    ------------------------------
    Gary Shrader
    The TM Group, Inc.
    Farmington Hills MI
    ------------------------------