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Rejecting In Vendor Work Flow

  • 1.  Rejecting In Vendor Work Flow

    SILVER CONTRIBUTOR
    Posted 11 days ago

    I have set up a Vendor workflow. I changed an address field as a test and submitted the workflow for approval.  If the workflow is 'rejected' the workflow process ends, however the changed data in the address file is not set back to what it was before.

     

    Why not? Even though the change was rejected in the workflow process, the submitter can go in and save the changed data. 

     

    This seems to invalidate the rejection process on a change. What am I missing?



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    Erin White-Terrell
    Information Systems Manager
    Messe Frankfurt Inc.
    Atlanta
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    Conference-GPUG_200x200


  • 2.  RE: Rejecting In Vendor Work Flow

    TOP CONTRIBUTOR
    Posted 9 days ago
    Erin, unfortunately I found the same thing when testing workflow.   Before you can submit a vendor card change you have to save the record.  However, the system does NOT keep track of the changes you made, it only requires the approver to approve the change.

    Good future suggestion for Microsoft to fix.  In the meantime, I recommend that you communicate to users that they are required in the notes when they click submit to indicate all changes made to the record.

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    Rob Klaproth
    Dynamics Certified Professional
    (GP Install & Configure)
    Sr. GP Consultant
    Nominated for GPUG All-Star 2019, Vote here 8/30: https://www.surveymonkey.com/r/GPUGAllStar2019Voting
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    Conference-GPUG_200x200


  • 3.  RE: Rejecting In Vendor Work Flow

    Posted 9 days ago
    Erin -
    Workflow won't track this, but if you are using document attach it can help.  As a business policy, we attach the W9 and then any subsequent address of bank changes to our vendor cards so that the history is there.  It logs the date and time in which the item was attached, which helps if you are digging back in history.

    Rob is correct - GP doesn't track the changes or revert back.  The audit trail will just tell you which user updated the card.  Workflow gets better with every release so fingers crossed!

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    Meredith McCurry-Webb
    Director of Accounting
    Community Associations Institute
    Falls Church VA
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    Conference-GPUG_200x200


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