Beginning with the release of Microsoft Dynamics GP 2013 R2, Microsoft has implemented a new workflow system that is self-contained within Microsoft Dynamics GP. The new workflow system is labeled Workflow 2.0. This system uses Active Directory users that you can set up as delegates for approvals and tasks. These users do not have to have Microsoft Dynamics GP licenses unless they also need to access GP windows. This system works with both the web client and the desktop client. If you add Web Services, you can use email approvals. The big difference between this system and the old one is that the new workflow system no longer uses SharePoint or Business Portal.
The following workflows were implemented with Microsoft Dynamics GP 2013 R2:
- Purchase Requisition Approval
- Time and Attendance Approval
- Purchase Order Approval
- Project Timesheet Approval
Last December, the following workflows were delivered with the release of Microsoft Dynamics GP 2015:
- General Ledger Batch Approval
- Receivables Batch Approval
- Project Expense Approval
- Employee Skills & Training Approval
- W4 Approval
- Payables Batch Approval
- Vendors Approval
- Direct Deposit Approval
- Employee Profile Approval
All of the old workflows were replaced by the new ones, and of course, the old workflow setup was removed as well. The setup for Workflow 2.0 is an easy process. One setup window in system administration configures the email settings needed to use the system. Three other setup windows in company administration complete the configurations.
