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New Feature For Microsoft Dynamics GP 2015 R2: Workflow Document Attachment

July 9, 2015 12:16 pm Published by

The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and since then we’ve been looking at some of the new features that were delivered with it. In our previous entries, we’ve covered the following new features:

  • All-in-one document viewer for purchasing
  • Payables transaction approval workflow
  • Employee self-service access to their W2
  • Scriptable provisioning and management
  • Analytical accounting transaction lists
  • Self service user tasks and roles
  • SmartList Designer SQL view
  • SmartList Designer view workflow type
  • Time management app
  • Historical Received Not Invoiced report
  • Enable email on all Purchase Order and Sales Order document formats
  • Mask employee social security numbers on reports
  • Debits displayed before credits
  • Improved auto deposit functionality
  • Consolidated inquiry windows in the General Ledger
  • Visual indicator for customers over their credit limit

Workflow Document Attachment Overview

Today we’re going to turn our attention to a new feature that enables users to include documents that they have attached to the various business objects (such as timecards, purchase orders, purchase requisitions, payables batches, and transactions) in the notification emails that workflow approvers receive. This feature, along with the Workflow Email Action functionality previously included in Microsoft Dynamics GP, enables an approver to receive a notification email, review the included attachments, and approve or reject the document directly within the email.

In the above example, you can see that the document, which was attached to the purchase order in this case, has been attached to the email. The Document Attachment Status Inquiry window has also been enhanced for Microsoft Dynamics GP 2015 R2, so that you can view when a particular attachment was included in a workflow notification.

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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.

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