If you’ve heard any of my ‘soapbox’ special discussions recently, you know that I am a huge fan of the enhancements flooding into Microsoft Dynamics GP. In particular, I love to explore the workflow functionality!
Today I was asked a great question about controls involving turning a requisition into a PO. At first, I was thinking that workflow handled this type of ‘control’. However, after some discussion, I realized I was not listening well enough, and in fact, there is an easy way a requisition user can change the quantity, amount, etc… as they turn the requisition into a PO – after it was approved! YIKES!!!!
GP Life Hack #176 – Requisition to PO – A Workflow gap identified! (and fixed!)
Continue reading “GP #LifeHacks 176: Requisition to PO – A Workflow gap identified!”
Category: Purchasing Module
Putting a vendor on ‘Hold’ is a helpful option when we want to prevent any payments from being made against a particular vendor. This can be done for a variety of reasons, for example, (and my favorite!) we might put a vendor on hold until we receive their W9 document.
This allows us to continue entering invoices but prevents payments being made to that vendor…. for all of that vendor’s invoices.
But… wait. What if I just have a question about a particular invoice and don’t want to accidentally pay it, but do not want to put the vendor on hold?
GP Life Hack #152 – Put individual Payable Documents on Hold
Continue reading “GP #LifeHacks 152: Put individual Payable Documents on Hold”