Dynamics GP Workflow Setup Steps - Dynamics GP 2016

Dynamics GP Workflow Setup Steps

Go to Tools –> Setup –> Company –> Workflow –> Workflow Calendar following form will appear

Here we need to define Work Days and Non-work Days

Go to Tools –> Setup –> Company –> Workflow –> Workflow Maintenance following form will appear

This is the form in which we define the type of workflow and steps involved in workflow

We need to mark this workflow to be Active

After saving this information only New Step option will be available, after clicking New Step following form will appear

Here we need to select Step Type and Condition Type

If we select Condition – Action is always required for this step no need to define any condition but if we select 2nd option click the arrow button highlighted as shown below

Here we can user Assign to User only from (Domain users and not the GP users)

Click on this arrow button following form will appear

Select the operator as shown below

Click Add

Click OK

Save this step

We can add multiple Steps as we need.

We need to activate this workflow, then only workflow functionality will start.

After enabling workflow functionality user can not transfer PO requisition to Purchase Order with required approval at various levels.