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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Remembering processes with an ad hoc workflow

Dynamics GP provides an option for robust workflow functionality integrated with Microsoft SharePoint technologies. For many users, however, this is more than the functionality they need, and also, many organizations don't feel they are ready for the cost and complexity of Microsoft SharePoint. For users who only need a simple workflow to ensure that they remember the steps for a particular task, a basic workflow can be built using shortcuts and folders.

This process works well for irregular tasks such as month-end or quarter-end processes where tasks are performed infrequently enough to make it easy to forget the steps. For this recipe, we'll look at setting up a basic month-end workflow.

Getting ready ...

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