Action Step Workflow in Dynamics GP 2010

Microsoft Dynamics GP 2010 offers an “approval” workflow, which routes objects to various individuals for document approval, based on user specified field values of the transaction being processed.  These workflow approvals can include an “action Step”, which helps users take action for a specific business process.

These business processes may require the routing of the record that needs to take place before the record can be used or posted within the system.  Often times, these actions need to be taken outside of Dynamics GP. 

For example, when setting up a new vendor record, a user may need to perform a check with the Better Business Bureau.  THe Action Step feature allows for the creation of a workflow task that indicates to the user

that they need to perform the check before the vendor can be used in the system. 

Action Step workflow features include:

Create a workflow tha is customized to your business’ processes.

Assign an activity to a user based on the criteria for that record type.

User can be notified of an action that needs to be taken in Microsoft Office Sharepoint, Microsoft Outlook, or in Microsoft Dynamics GP 2010.

Action tasks can be flagged with “ACTION NEEDED” on all notifications.

Users can mark the task as completed, reject the task, or delegate the activity to another user.

Alerts and notifications on the home page