Call 855-644-2677 for Microsoft Dynamics GP / SL Support, Training, and Implementation

Attaching Word Template Edit Lists for Batch-Related Workflows in Microsoft Dynamics GP 2016

June 7, 2016 11:47 am Published by

Attaching Word Template Edit Lists for Batch-Related Workflows in Microsoft Dynamics GP 2016Microsoft Dynamics GP 2016 was released in May, and we’ve been going over the new features it delivers, first as introductions, and now in more detail. Today we’re going to take a closer look at another new feature we’ve previously introduced: the ability to attach Word template edit lists for batch-related workflows.

When you’re using workflows in Microsoft Dynamics GP, you’re having the system send email messages to notify users of pending approvals or tasks. Previously, you weren’t able to get details for each journal entry in those email messages without doing a lot of rework with the Workflow engine. But now, you can attach Word templates to batch approval email notifications that include detailed information from each associated batch edit list (general ledger, receivables, payables).

These are the five new Word templates available under Financial:

  • General Posting Edit List Template
  • Multicurrency General Posting Edit List Template
  • Budget Trx Edit List Template
  • Clearing Edit List Template
  • Multicurrency Clearing Edit List Template

Here are the four new Word templates for Sales:

  • RM Sales Posting Journal Template
  • MC RM Transaction Posting Journal Template
  • RM Cash Posting Journal Template
  • MC Cash Receipts Posting Journal Template

And here are the six new Word templates for Purchasing:

  • Computer Checks Posting Journal Template
  • Manual Payments Posting Journal Template
  • MC Computer Checks Posting Journal Template
  • MC Manual Payments Posting Journal Template
  • PM Transaction Posting Journal Template
  • MC PM Transaction Posting Journal Template

The new report templates will function as other reports/templates do, including the ability for users to create a new template from an existing one. Once you have the templates activated in Template Configuration, you can find the option to “Include Word Templates” in the Workflow Maintenance screen.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

Ready to learn how Microsoft Dynamics can help your business?

Talk to an Expert

Your privacy is important to us. MIG & Co. will never sell, lease, or share your information.

MIG & Co.