Remembering processes with an ad hoc workflow
Microsoft Dynamics GP offers a flexible built-in approval workflow engine, but this is sometimes more complicated, or specialized, that users require and is limited to approvals. 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
The basic steps of this task are to create a folder to hold the workflow and then add the steps in order to that folder. For our example, we will assume that a month-end financial closing workflow includes posting a quick journal, processing a clearing entry, and closing the month.
How to do it...
Here are the steps to create a basic, ad hoc workflow:
Select the Home...
