Workflows for Microsoft Dynamics™ GP 2010 - BKD

Workflows for Microsoft Dynamics™ GP 2010 Presenter: Tom Higginbotham

Agenda 

Workflow Overview

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Workflow Architecture, System Requirements, Server Configuration Options

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Common Scenarios

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Extending Workflow with SharePoint Platform

Introduction 

Tom Higginbotham ƒ Technical Specialist ƒ 20 + years experience ƒ CPA

BKD Technologies Help Desk

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Microsoft Dynamics GP – 877.253.7778 [email protected]

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Monday - Friday, 8 a.m. - 5 p.m. Support Center toll free

Dynamics GP Workflow 

Integration with Business Processes ƒ Integration between Microsoft Dynamics GP, Windows SharePoint Foundation and Outlook ƒ Support for users outside of Dynamics GP

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Collaboration ƒ Add comments during the approval process ƒ View Workflow history in Dynamics GP and SharePoint • Who, Action taken, Date/Time stamp, Comments

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Flexibility ƒ Multiple approval paths/scenarios ƒ Out of Office Settings ƒ Escalation Settings

Workflow Benefits 

Consistent Processes

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Automatic Notification

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Access Through SharePoint and Outlook

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Audit Reports

Workflows in Dynamics GP 2010 

GL, PM, RM Batch Release

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SOP Quote Approval

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SOP Credit Limit Override

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Purchase Order Approval

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HR Personnel Maintenance Approval *

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Vendor Approval *

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Employee On-Boarding *

* - New with GP 2010

Workflow Architecture

System Requirements Component

32-bit

64-bit

Internet Information Services (IIS)

IIS 6.0 IIS 7.0

IIS 7.0

SharePoint

Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007 Enterprise Edition 320bit SP2 or later

Microsoft SharePoint Foundation Service 2010 Microsoft SharePoint Server 2010

Internet Explorer (IE)

IE 7.0 IE 8.0

Other Applications

Web Services for Dynamics GP 2010

Single Server Configuration

Separate Web Server Configuration

Multiple Web Server Configuration

Simple Workflow - Approval

1 Phyllis Submits a Purchase Order

2

3

4

Alicia

Ellen

Sara

Charlie

Always Require Approval

Must approve if greater than $1,000

Must approve if greater than $10,000

Must approve if greater than $20,000

Simple Workflow - Action

1 Phyllis Submits a Vendor

2

3

Alicia

Ellen

Sara

Review Signed Contract

Enter Payment Terms If Payment Terms are Blank

Must Always Approve

Always

Parallel Workflow 1

Alicia Submits a Purchase order

2

3

Inga

Phyllis

Charlie

Must always Approve

Must approve if greater than $10,000

Must approve if greater than $20,000

4

5

6

April

Ken

Sara

Must approve if the BUYER ID is Alicia

Must approve if greater than $10,000

Must approve if greater than $20,000

Branching Workflow 1

Michael Must approve if the Vendor is Astor Suites

4 Susan Submits a Purchase Order

2

David Must approve if the Vendor is Crawfords, Inc.

3

Nancy Must approve if the Vendor is Getaway Inn

5

6

Kevin

Sara

Charlie

Must approve if greater than $5,000

Must approve if greater than $20,000

Must approve if greater than $50,000

Workflow Reporting 

Completed Tasks by Approvers report

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Completed Tasks by Workflow Step report

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Completed Documents report

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Active Tasks report

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Task Summary report

PO Requisition “Lite” Scenario Kevin – VP of Sales •

Enters purchase request for new notebook computer for his new salesperson

Tim – IT • •

/ Charlie – President

Tim may authorize purchase requests up to $2,000 Charlie must authorize any purchase request over $2,000

Charlie – President • •

Approves purchase request PO is automatically created in GP

Products Used:

Technologies Used:

• • •

• • • •

Office InfoPath Office Outlook Dynamics GP

SharePoint Designer Dynamics GP Web Services Windows Workflow Foundation Microsoft Windows SharePoint Services

Integration Manager & eConnect Webcast

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Integration Manager & eConnect for Microsoft Dynamics GP

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Day: August 19, 2010

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Register by: August 18, 2010

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Register at: www.bkdtechnologies.com/attend

Contact Information

Charles Allen 713.499.4629 [email protected]