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.

Using Integration Manager to integrate AP transactions in Dynamics GP - Dynamics GP 2016

Using Integration Manager to integrate AP transactions in Dynamics GP

Before starting Integration manager we need to created a source file prefereably CSV of Tab delimited (with valid data) to integrate the same in Dynamics GP as per attached Excel file.

Start Integration Manager by Start –> Programs –> Microsoft Dynamics –> Integration Manager12 –>  Integration Manager as shown below

It will appear as shown below

Click on New Integration

Here we need to enter Integration name (which I have entered as AP Integration New) click OK

Click on Add Source button appearing in main toolbar of Integration Manager following form will appear

Select ODBC/Text -> Text and double click on Define New Text following form will appear

Enter Name, Select Source File and tick on First Row Contains Column Names. Click on Columns tab make sure that column heading appearing in column names, click on Sorting tab as shown below select the fields required for header information (i.e. Batch ID, Vendor ID, Transaction Date, Description, Document Number, Docment Date, Document Amount) as shown below

Click OK, you will get following warning

Click OK

Add another source by clicking Add Source Button and select the same source file to add source with name as AP_Details and select all columns and click OK following message will appear

Click on Relationship button and set relationship as shown below

Close this window

Click Add Destination following form will appear

Click on Payables Management and double click on Payables Transactions

Click Mappings button on toolbar following form will appear

Map the respective source field to destination

Click on Distribution and map the source fileds in destination from AP_Detail source as shown below

Click on Highlighted button following form will appear, select fields from AP_Detail source

Click Select the map the destination fields related to AP_Details as shown below

For Debit Amount select Use Positive Source Field, similarly for Credit Amount Select Use Negative Source Field

You can Run this integration only if your Integration manager is registered. You can register Integration Manager by Tools -> Registration

Start Dynamics GP and select the company in which you want to integrate data from source file, and run integration by click Run button on toolbar.