| When deployed in tandem with Microsoft Office | | | | Workflow assimilation with Outlook email and |
| SharePoint 2007, Microsoft Dynamics GP 10.0 | | | | home page |
| is an ERP system that leverages several | | | | |
| advanced features of SharePoint to enable | | | | By integrating GP with Microsoft Office |
| internal workflow to be seamlessly integrated | | | | SharePoint 2007 several unnecessary steps in |
| with the user's own Dynamics home page, their | | | | switching between systems are eliminated, so |
| email and overview list page functions. This | | | | users can view and decide on workflow tasks |
| benefits users in many ways, including best | | | | from within their email inbox. Workflow tasks |
| use of employee time, transparency of | | | | can now be sent as emails, and users can |
| workflow path which eliminates delays, and an | | | | decide to approve, alter or reject decisions |
| alert system which brings user's attention to | | | | inside their email. This strategic |
| tasks awaiting approval or review. | | | | integration between systems allows users to |
| | | | chronicle the path taken by the workflow. You |
| Greater flexibility with increased options | | | | may set it up on your Outlook calendar so |
| | | | that tasks in GP can be scheduled for |
| With release 10.0, workflows are easy to set | | | | completion. |
| up and allow far more flexibility than prior | | | | |
| versions, by integrating with Office | | | | Another benefit of this integration is that |
| SharePoint. One such feature allows you to | | | | it can be leveraged so that an outline view |
| demand that specific users or even all users | | | | of all alerts and workflow tasks that concern |
| of the ERP system have to submit their | | | | an individual employee are exhibited on their |
| documents to the workflow, thus enabling | | | | GP home page. Home pages are designed to |
| tighter controls over tasks. Another aspect | | | | clearly differentiate between workflow tasks |
| will allow you to specify exactly when | | | | that need to be done and announcements that |
| approval is required - for purchase orders | | | | inform users about the workflow. |
| involving amounts more than a preset sum of | | | | |
| money for example, thereby enabling faster | | | | Workflow merged with List function and |
| decision making by allowing decisions below | | | | various modules |
| that sum to be completed without approval. | | | | |
| | | | When various tasks or documents are grouped |
| The conditions that are defined can | | | | under comprehensive lists, the user can |
| themselves vary. Each condition can be part | | | | decide on many of these at the same time, |
| of the workflow for one user or an unlimited | | | | instead of trying to map the workflow for |
| number of users. Also, conditions can be set | | | | each one separately. The List Page allows |
| up so that a single document is sent to a | | | | users to look at a task from the view point |
| number of approvers, in a step by step | | | | of its urgency, the department and the |
| process, as the workflow progresses through | | | | individual supervisor. List Page has filter |
| the company hierarchy. Alternatively, | | | | capability, which means tasks or documents |
| workflow can be defined so that one decision | | | | can be prioritized if they have not yet been |
| is routed to many approvers, at the same | | | | submitted or those awaiting approval can be |
| time. | | | | viewed first. |
| | | | |
| When a task requires the review of many | | | | Specific modules that are influenced by the |
| approvers, you can define the workflow such | | | | workflow tasks include General Ledger, |
| that a decision is approved only if a | | | | Payables, Receivables, Purchase Order and |
| majority endorses it or if it is unanimous. | | | | Sales Order. In purchasing for example, |
| When changes are requested or adaptations are | | | | conditions can be specified to approve or |
| made to the original task or document, a | | | | reject documents and over ride credit limits. |
| notification system can be set up, wherein | | | | |
| the concerned user or initiator of the task | | | | In effect, workflow is a crucial process that |
| is informed. | | | | will increase your internal business |
| | | | efficiency and productivity significantly. |