Dynamics GP 2013 R2 Requisition Workflow

This is the Workflow Approval definition for Purchase Requisitions.

The Managers listed here can be used as targets of the approval steps in the workflow.

 

Although you can have multiple workflows, there can only be one Active workflow at any time.

Workflow consists of one or more Tasks or Approvals.  Tasks are something that is done with the workflow, like assign an account or vendor to it, while an approval is just approving the requisition.

There is no action directly associated with a Task.

 

On completion of an action related to the workflow a number of notifications are available.

(Blue arrow beside the “Send notifications for completed actions” checkbox.)

 

Again a Task is just something that needs to be done to further the workflow of the requisition.

It does not necessarily involve system action.

 

An Approval step is just the user approving the requisition.

There are three options to assigning the approval task:

 

Assigning users is just a matter of entering their network ID:

While a Hierarchy consists of a number of starting options:

And the assignment also has options.

 

The “manager” referenced here is the direct report in Active Directory.

 

Approval can be acted on directly from the notification email.