Dynamics GP 2018 - Worklow History Reporting

Workflow reporting is always important, it's always required to track the workflow history  of a specific purchase requisition, AP transaction, General Ledger batch ...etc. Despite of the fact that this has always been available with through the workflow history inquiry, Dynamics GP 2018 introduces another interesting way to have detailed reporting for all the workflow history details. 

Go To Reports > Company > Workflow History. 

Workflow History Report

There are several report ranges, so that you can print reports based on multiple criteria. That includes any of the following:

1. Workflow Type
2. Workflow Manager
3. Workflow User
4. Completion Date
5. Due Date

In this essence, you may print a workflow history report for all the workflow types for a specific manager or user. This would never be possible with the use of workflow history inquiry, which is associated with only one transaction such as purchase order, requisition ... etc. 

On the other hand, it is possible to filter by any workflow type. Once the workflow type range is selected from the list, you will have all the available workflow types to choose from as illustrated below:

Workflow History - Types

Here is a screen shot of the workflow history report:

Workflow History Report

Best Regards, 
Mahmoud M. AlSaadi

Dynamics GP 2018 - Copy Workflow Steps

In a previous post of the GP 2018 features and enhancements, the workflow reminders have been thoroughly illustrated showing how reminders can be helpful for approvers. Today, we are going to shed a light on another essential feature of the Dynamics GP 2018 release, showing how workflow steps can be managed easily. 

On the workflow maintenance window, a new function has been added so that steps can be copied with all the related conditions, parameters and associated details. 

Go to Microsoft Dynamics GP > Tools > Setup > Workflow > Workflow Maintenance 

As illustrated below, the "Copy" option is highlighted.

" Use the Copy Workflow window to create a new workflow from an existing workflow. When you copy an existing workflow definition, you copy all the steps included in the existing workflow. You also can copy a workflow from one company to another." 

 

Workflow Maintenance - Copy Workflow Steps

As you highlight a specific step, you may click on "Copy" to do the copy step function, it will open the copy workflow step. Here is the copy step window:

Copy Workflow Step

The important part of this feature is that you can "include sub steps", no matter how many steps you've got under that specific step, all sub steps will be copied in order to ensure efficient workflow administration

Best Regards, 

Mahmoud M. ASaadi