Tag: Analytical Accounting
If you are looking to implement the Purchase Order Workflow, you must keep in mind that limited users will not be able to approve Purchase Orders, user should be FULL user to be able to process orders, I am not sure why Microsoft folks designed it this way but I got one of my customers to purchase additional 5 users to get this implemented! I have requested this enhancement from Microsoft and kindly asking for your votes to get this fixed, below is the article on MS Connect: https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/1030936/purchase-order-approval-to-work-with-limited-users Happy ordering! Regards, — Mohammad R. Daoud MVP – MCT MCP, MCBMSP, MCTS, MCBMSS +962 – 79 – 999 65 85 firstname.lastname@example.org http://www.di.jo
Thinking about this subject, can’t find a company who does not follow the standards in their procurement process, everyone brings 3 quotations from 3 different suppliers and selects the best fit from requirements and pricing! I found this process on Connect requested since 2010 with very limited votes! I would kindly ask for your help in voting and getting this scheduled soon, below the description of the product suggestion: I think Dynamics GP is one of the few applications in the ERP world that does not have the request for quotation functionality, the process is like this: – RFQ (enter details for items willing to purchase) – Select one or more vendors and the system should print separate RFQ for each (and prepare the system to receive responses from each) – Receive quotes from Vendors and update on system – Compare vendor’s prices against same lines in RFQ – transfer one of the quotes to Purchase order Note: The is the simplest cycle possible and there are many other advanced consideration that can be added later on like: – Issuing PO against more than one vendor quote for same RFQ – Ability to update quotation with new discounts and data maintaining original information and changes (quote version control).
While working on the Dynamics GP 2013 R2 workflow, I realized that the “OR” operator is not working properly, take a look into the below example: Step 1: Approval By User X –> Only when the Requester is “User 1″ OR “User 2″ Step 2: Approval By User Y –> Only when the Requester is “User 3″ OR “User 4″ When you submit the requisition it goes for both User X & User Y, this is for both the Requisition and the Purchase Order as well! I reported this to the connect website, hope they will fix this in the upcoming 2015 release. https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/1026359/or-is-not-working-properly-in-dynamics-gp-2013-r2-workflows-po-requisition Regards, — Mohammad R. Daoud MVP – MCT MCP, MCBMSP, MCTS, MCBMSS +962 – 79 – 999 65 85 email@example.com http://www.di.jo
For customers with complicated reports and huge sizes, you need to consider the upgrade to this release of Management Reporter, noticeable improvements has been made to fasten up the report generation process, along with many more features found below: http://blogs.msdn.com/b/dynamics_financial_reporting/archive/2014/09/30/management-reporter-2012-cu-10-now-available.aspx Regards, — Mohammad R. Daoud MVP – MCT MCP, MCBMSP, MCTS, MCBMSS +962 – 79 – 999 65 85 firstname.lastname@example.org http://www.di.jo