Feature of the Day: Action Step Workflow
Action Step Workflow Why this feature is cool! Microsoft Dynamics GP 10.0 offers an “approval” workflow, which routes objects to various individuals for document approval based on user specified field values of the transaction in question. However, organizations typically have additional processes that they follow when creating a master record, such vendors, or when creating transactions, such as Purchase Orders or Quotes. Microsoft Dynamics GP 2010 includes the added ability to perform an “action step” workflow which helps users take action for a specific business process. These business processes may require the routing of the record for an action that needs to take place before the record can be used or posted within the system. Often times these actions need to take place outside of Microsoft Dynamics GP. For example when setting up a new vendor, a user may need to perform a check with the Better Business Bureau. The action step feature allows for the creation of a workflow task that indicates to the user that they need to perform the check before the vendor can be used in the system
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Feature of the Day: Action Step Workflow
