Steps to Enable a Workflow Setup in Dynamics GP

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BDO

1. Setup up the Workflow Setup in Microsoft Dynamics GP.

Administration > Setup > System > Workflow Setup (Figure 1)

Figure 1

 

2. Setup up the Workflow Calendar. This setup is important to distinguish work days and non-work days.

Administration > Setup > Company > Workflow > Workflow Calendar (Figure 2)

Figure 2

 

3. Workflow email setup: the last step is to ensure the user’s email messages are set up and, if required, the user can tweak the message.

Administration > Setup > Company > Workflow > Email Message Setup (Figure 3)

Figure 3

 

After completing these setups, the system is now ready to configure Workflow rules. Watch for future blogs about setting up workflows for G/L batch approvals.

For more information, please contact your BDO Client Manager. You can also visit itsolutions.bdo.ca to get more information about all the solutions provided by BDO IT Solutions.


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